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Compare Mutual Funds
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Select a Mutual Fund
Fund Details
Risk | High | - |
Rating | - | - |
Min SIP Amount | ₹500 | - |
Expense Ratio | 2.26 | - |
NAV | ₹216.72 | - |
Fund Started | 03 Mar 1997 | - |
Fund Size | ₹514.92 Cr | - |
Exit Load | Exit load of 3% if redeemed before the age of 58 yrs. | - |
Risk
High
-
Rating
-
-
Min SIP Amount
₹500
-
Expense Ratio
2.26
-
NAV
₹216.72
-
Fund Started
03 Mar 1997
-
Fund Size
₹514.92 Cr
-
Exit Load
Exit load of 3% if redeemed before the age of 58 yrs.
-
Returns
1 Year | 8.72% | - |
3 Year | 12.13% | - |
5 Year | 11.52% | - |
1 Year
8.72%
-
3 Year
12.13%
-
5 Year
11.52%
-
Holding Analysis
Equity | 37.41% | - |
Cash | 1.83% | - |
Equity
37.41%
-
Cash
1.83%
-
Top Holdings
Top 10 Holdings |
| - |
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.11% |
ICICI Bank Ltd. | 3.21% |
Larsen & Toubro Ltd. | 1.76% |
Bharti Airtel Ltd. | 1.74% |
Axis Bank Ltd. | 1.73% |
Infosys Ltd. | 1.66% |
Reliance Industries Ltd. | 1.45% |
HCL Technologies Ltd. | 1.16% |
United Spirits Ltd. | 1.05% |
Eternal Ltd. | 0.99% |
-
Fund Manager
Name | Anand Radhakrishnan | - |
Start Date | 01 Jan 2019 | - |
Name
Anand Radhakrishnan
-
Start Date
01 Jan 2019
-
About Fund
Description | The scheme seeks to generate steady returns along with tax savings through a portfolio of upto 40% in equities with the balance invested in fixed income instruments. This is to ensure relative stability and deliver superior returns. | - |
Launch Date | 03 Mar 1997 | - |
Description
The scheme seeks to generate steady returns along with tax savings through a portfolio of upto 40% in equities with the balance invested in fixed income instruments. This is to ensure relative stability and deliver superior returns.
-
Launch Date
03 Mar 1997
-
