- ProductsInvestment SuiteExclusiveFeatures
- PlatformTrading PlatformsFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketMarket MoversStocksIndicesMutual 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 | - | - |
Min SIP Amount | ₹200 | - |
Expense Ratio | 2.52 | - |
NAV | ₹22.20 | - |
Fund Started | 30 Oct 2017 | - |
Fund Size | ₹140.33 Cr | - |
Exit Load | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months. | - |
Risk
Very High
-
Rating
-
-
Min SIP Amount
₹200
-
Expense Ratio
2.52
-
NAV
₹22.20
-
Fund Started
30 Oct 2017
-
Fund Size
₹140.33 Cr
-
Exit Load
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months.
-
Returns
1 Year | 7.52% | - |
3 Year | 17.50% | - |
5 Year | 19.32% | - |
1 Year
7.52%
-
3 Year
17.50%
-
5 Year
19.32%
-
Holding Analysis
Equity | 96.98% | - |
Cash | 3.02% | - |
Equity
96.98%
-
Cash
3.02%
-
Top Holdings
Top 10 Holdings |
| - |
Top 10 Holdings
Name | Assets |
|---|---|
Kotak Mahindra Bank Ltd. | 7.22% |
Tata Consultancy Services Ltd. | 7.09% |
Tata Consumer Products Ltd. | 5.88% |
Techno Electric & Engineering Company Ltd. | 5.03% |
Artemis Medicare Services Ltd. | 4.43% |
MAS Financial Services Ltd. | 4.24% |
Allied Blenders And Distillers Ltd. | 4.12% |
Tech Mahindra Ltd. | 4.06% |
EIH Ltd. | 3.87% |
Shriram Finance Ltd | 3.87% |
-
Fund Manager
Name | Sumit Bhatnagar | - |
Start Date | 01 Jul 2024 | - |
Name
Sumit Bhatnagar
-
Start Date
01 Jul 2024
-
About Fund
Description | The Scheme seeks to generate long term capital appreciation by investing in a concentrated portfolio of equity and equity related instruments of up to 30 companies across market capitalisation. | - |
Launch Date | 30 Oct 2017 | - |
Description
The Scheme seeks to generate long term capital appreciation by investing in a concentrated portfolio of equity and equity related instruments of up to 30 companies across market capitalisation.
-
Launch Date
30 Oct 2017
-