- ProductsInvestment SuiteExclusiveFeatures
- PlatformTrading PlatformsFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketMarket MoversStocksIndicesMutual FundsIPO
- LearnStockshaalaResourceInvesting GuideEvents
- Partner
- Support
Products
Platform
Research
Market
Learn
Compare Mutual Funds
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Select a Mutual Fund
Fund Details
Risk | Very High | - |
Rating | 3.0 | - |
Min SIP Amount | ₹100 | - |
Expense Ratio | 1.94 | - |
NAV | ₹20.89 | - |
Fund Started | 11 Jul 2017 | - |
Fund Size | ₹3160.82 Cr | - |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | - |
Risk
Very High
-
Rating
3.0
-
Min SIP Amount
₹100
-
Expense Ratio
1.94
-
NAV
₹20.89
-
Fund Started
11 Jul 2017
-
Fund Size
₹3160.82 Cr
-
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
-
Returns
1 Year | 8.69% | - |
3 Year | 16.43% | - |
5 Year | 13.98% | - |
1 Year
8.69%
-
3 Year
16.43%
-
5 Year
13.98%
-
Holding Analysis
Equity | 53.59% | - |
Cash | 15.37% | - |
Equity
53.59%
-
Cash
15.37%
-
Top Holdings
Top 10 Holdings |
| - |
Top 10 Holdings
Name | Assets |
|---|---|
Reliance Industries Ltd. | 6.41% |
HDFC Bank Ltd. | 6.05% |
ICICI Bank Ltd. | 4.60% |
Infosys Ltd. | 3.31% |
State Bank of India | 2.74% |
Mahindra & Mahindra Ltd. | 2.66% |
Bharti Airtel Ltd. | 2.31% |
Nifty 50 | 2.27% |
Bajaj Finance Ltd. | 2.24% |
Larsen & Toubro Ltd. | 2.06% |
-
Fund Manager
Name | Devang Shah | - |
Start Date | 05 Apr 2024 | - |
Name
Devang Shah
-
Start Date
05 Apr 2024
-
About Fund
Description | The scheme seeks to achieve the dual objective of capital appreciation by investing in a portfolio of equity or equity linked securities and generating income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation. | - |
Launch Date | 11 Jul 2017 | - |
Description
The scheme seeks to achieve the dual objective of capital appreciation by investing in a portfolio of equity or equity linked securities and generating income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation.
-
Launch Date
11 Jul 2017
-