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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 | Very High | - |
Rating | - | - |
Min SIP Amount | ₹500 | - |
Expense Ratio | 2.29 | - |
NAV | ₹40.06 | - |
Fund Started | 30 Jul 2014 | - |
Fund Size | ₹967.37 Cr | - |
Exit Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. | - |
Risk
Very High
-
Rating
-
-
Min SIP Amount
₹500
-
Expense Ratio
2.29
-
NAV
₹40.06
-
Fund Started
30 Jul 2014
-
Fund Size
₹967.37 Cr
-
Exit Load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
-
Returns
1 Year | 7.28% | - |
3 Year | 22.42% | - |
5 Year | 28.71% | - |
1 Year
7.28%
-
3 Year
22.42%
-
5 Year
28.71%
-
Holding Analysis
Equity | 97.23% | - |
Cash | 2.77% | - |
Equity
97.23%
-
Cash
2.77%
-
Top Holdings
Top 10 Holdings |
| - |
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.92% |
Reliance Industries Ltd. | 5.29% |
Trent Ltd. | 5.27% |
Multi Commodity Exchange Of India Ltd. | 5.18% |
HDFC Bank Ltd. | 4.66% |
Bharat Electronics Ltd. | 3.11% |
Larsen & Toubro Ltd. | 2.95% |
Blue Star Ltd. | 2.65% |
Power Finance Corporation Ltd. | 2.58% |
Power Mech Projects Ltd. | 2.55% |
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Fund Manager
Name | Sonal Gupta | - |
Start Date | 31 Dec 2023 | - |
Name
Sonal Gupta
-
Start Date
31 Dec 2023
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About Fund
Description | The scheme seeks to generate long term capital appreciation from a portfolio of equity and equity related securities including equity derivatives in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. | - |
Launch Date | 30 Jul 2014 | - |
Description
The scheme seeks to generate long term capital appreciation from a portfolio of equity and equity related securities including equity derivatives in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
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Launch Date
30 Jul 2014
-