Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.38 | 2.06 |
NAV | ₹15.69 | ₹10.15 |
Fund Started | 24 Aug 2021 | 10 Sep 2024 |
Fund Size | ₹563.26 Cr | ₹1601.78 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. | Exit load of 0.50%, if redeemed within 30 days. |
Risk
Rating
Min SIP Amount
Expense Ratio
NAV
Fund Started
Fund Size
Exit Load
1 Year | -2.10% | 3.68% |
3 Year | 15.23% | - |
5 Year | - | - |
1 Year
3 Year
5 Year
Equity | 94.01% | 98.31% |
Cash | -2.01% | 1.68% |
Equity
Cash
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.99% |
ICICI Bank Ltd. | 6.03% |
Reliance Industries Ltd. | 5.23% |
Larsen & Toubro Ltd. | 4.09% |
Hitachi Energy India Ltd. | 3.88% |
Kotak Mahindra Bank Ltd. | 3.82% |
Bharti Airtel Ltd. | 2.10% |
TVS Motor Company Ltd. | 2.09% |
Infosys Ltd. | 2.07% |
Sun Pharmaceutical Industries Ltd. | 2.04% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.55% |
Axis Bank Ltd. | 4.22% |
Infosys Ltd. | 3.04% |
Bajaj Finance Ltd. | 2.97% |
Bharti Airtel Ltd. | 2.72% |
Larsen & Toubro Ltd. | 2.40% |
NTPC Ltd. | 2.30% |
Wockhardt Ltd. | 2.28% |
One97 Communications Ltd. | 2.26% |
Kotak Mahindra Bank Ltd. | 2.09% |
Name | Miten Vora | Vishal Biraia |
Start Date | 22 Aug 2024 | 10 Sep 2024 |
Name
Start Date
Description | The scheme seeks to generate long term capital appreciation for investors by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. | The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. |
Launch Date | 24 Aug 2021 | 10 Sep 2024 |
Description
Launch Date