Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.1 | 2.01 |
NAV | ₹15.20 | ₹13.20 |
Fund Started | 21 Aug 2023 | 07 Aug 2024 |
Fund Size | ₹1227.72 Cr | ₹1984.52 Cr |
Exit Load | Exit load of 1%, if redeemed within 3 months | Exit load of 1%, if redeemed within 365 days.
|
Risk
Rating
Min SIP Amount
Expense Ratio
NAV
Fund Started
Fund Size
Exit Load
1 Year | 3.97% | 18.34% |
3 Year | - | - |
5 Year | - | - |
1 Year
3 Year
5 Year
Equity | 99.02% | 82.12% |
Cash | 0.98% | 10.96% |
Equity
Cash
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Reliance Industries Ltd. | 4.65% |
Infosys Ltd. | 3.93% |
State Bank of India | 3.87% |
Axis Bank Ltd. | 3.78% |
Bajaj Auto Ltd. | 3.32% |
Hero Motocorp Ltd. | 2.72% |
ITC Ltd. | 2.62% |
Bajaj Finance Ltd. | 2.50% |
Hindustan Unilever Ltd. | 2.38% |
Asahi India Glass Ltd. | 2.32% |
Name | Assets |
|---|---|
Shaily Engineering Plastics Ltd. | 9.87% |
Coforge Ltd. | 9.02% |
Kalyan Jewellers India Ltd. | 8.01% |
Dixon Technologies (India) Ltd. | 7.88% |
Persistent Systems Ltd. | 7.29% |
Ellenbarrie Industrial Gases Ltd. | 6.92% |
Eternal Ltd. | 5.74% |
Trent Ltd. | 5.20% |
Healthcare Global Enterprises Ltd. | 4.43% |
One97 Communications Ltd. | 3.96% |
Name | Renjith Sivaram Radhakrishnan | Ajay Khandelwal |
Start Date | 31 May 2024 | 25 Jul 2025 |
Name
Start Date
Description | The Scheme seek to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying and investing in business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. | The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles. |
Launch Date | 21 Aug 2023 | 07 Aug 2024 |
Description
Launch Date