- 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 | 3.0 | - |
Min SIP Amount | ₹500 | - |
Expense Ratio | 1.73 | - |
NAV | ₹368.22 | - |
Fund Started | 25 Jun 2004 | - |
Fund Size | ₹10724.08 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
3.0
-
Min SIP Amount
₹500
-
Expense Ratio
1.73
-
NAV
₹368.22
-
Fund Started
25 Jun 2004
-
Fund Size
₹10724.08 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 | 9.74% | - |
3 Year | 25.86% | - |
5 Year | 27.70% | - |
1 Year
9.74%
-
3 Year
25.86%
-
5 Year
27.70%
-
Holding Analysis
Equity | 98.84% | - |
Cash | 1.19% | - |
Equity
98.84%
-
Cash
1.19%
-
Top Holdings
Top 10 Holdings |
| - |
Top 10 Holdings
Name | Assets |
|---|---|
BSE Ltd. | 4.75% |
Dixon Technologies (India) Ltd. | 4.68% |
Max Healthcare Institute Ltd. | 4.46% |
Eternal Ltd. | 3.82% |
Persistent Systems Ltd. | 3.61% |
Lupin Ltd. | 3.43% |
Trent Ltd. | 3.29% |
The Indian Hotels Company Ltd. | 3.22% |
The Federal Bank Ltd. | 3.20% |
Hitachi Energy India Ltd. | 3.08% |
-
Fund Manager
Name | Sonal Gupta | - |
Start Date | 31 Dec 2023 | - |
Name
Sonal Gupta
-
Start Date
31 Dec 2023
-
About Fund
Description | The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies. | - |
Launch Date | 25 Jun 2004 | - |
Description
The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies.
-
Launch Date
25 Jun 2004
-