- ProductsInvestment SuiteExclusiveFeatures
- PlatformTrading PlatformsFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual 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 | 2.0 | - |
Min SIP Amount | ₹100 | - |
Expense Ratio | 2.02 | - |
NAV | ₹23.36 | - |
Fund Started | 17 Sep 2014 | - |
Fund Size | ₹2254.23 Cr | - |
Exit Load | Exit load of 0.50%, if redeemed within 90 days. | - |
Risk
Very High
-
Rating
2.0
-
Min SIP Amount
₹100
-
Expense Ratio
2.02
-
NAV
₹23.36
-
Fund Started
17 Sep 2014
-
Fund Size
₹2254.23 Cr
-
Exit Load
Exit load of 0.50%, if redeemed within 90 days.
-
Returns
1 Year | 7.33% | - |
3 Year | 11.16% | - |
5 Year | 12.81% | - |
1 Year
7.33%
-
3 Year
11.16%
-
5 Year
12.81%
-
Holding Analysis
Equity | 51.34% | - |
Cash | 35.00% | - |
Equity
51.34%
-
Cash
35.00%
-
Top Holdings
Top 10 Holdings |
| - |
Top 10 Holdings
Name | Assets |
|---|---|
Bajaj Finance Ltd. | 6.17% |
Infosys Ltd. | 4.98% |
Bharti Airtel Ltd. | 4.28% |
State Bank of India | 4.16% |
ICICI Bank Ltd. | 3.76% |
Cholamandalam Investment and Finance Company Ltd. | 3.23% |
Reliance Industries Ltd. | 3.14% |
HDFC Bank Ltd. | 2.83% |
Tata Consultancy Services Ltd. | 2.58% |
Varun Beverages Ltd. | 2.40% |
-
Fund Manager
Name | Nishita Shah | - |
Start Date | 24 May 2023 | - |
Name
Nishita Shah
-
Start Date
24 May 2023
-
About Fund
Description | The scheme seeks to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity and equity related instruments; and for defensive purposes in equity derivatives. | - |
Launch Date | 17 Sep 2014 | - |
Description
The scheme seeks to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity and equity related instruments; and for defensive purposes in equity derivatives.
-
Launch Date
17 Sep 2014
-