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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 | 1.0 | - |
Min SIP Amount | ₹500 | - |
Expense Ratio | 2.41 | - |
NAV | ₹31.11 | - |
Fund Started | 08 Nov 2013 | - |
Fund Size | ₹47.86 Cr | - |
Exit Load | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days. | - |
Risk
Very High
-
Rating
1.0
-
Min SIP Amount
₹500
-
Expense Ratio
2.41
-
NAV
₹31.11
-
Fund Started
08 Nov 2013
-
Fund Size
₹47.86 Cr
-
Exit Load
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days.
-
Returns
1 Year | -3.31% | - |
3 Year | 14.11% | - |
5 Year | 14.06% | - |
1 Year
-3.31%
-
3 Year
14.11%
-
5 Year
14.06%
-
Holding Analysis
Equity | 71.55% | - |
Cash | 7.31% | - |
Equity
71.55%
-
Cash
7.31%
-
Top Holdings
Top 10 Holdings |
| - |
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.06% |
ICICI Bank Ltd. | 4.47% |
Bharti Airtel Ltd. | 4.06% |
Reliance Industries Ltd. | 3.71% |
ITC Ltd. | 2.86% |
Axis Bank Ltd. | 2.84% |
Mahindra & Mahindra Ltd. | 2.43% |
State Bank of India | 2.33% |
TVS Motor Company Ltd. | 2.09% |
Eicher Motors Ltd. | 2.01% |
-
Fund Manager
Name | Gargi Bhattacharyya Banerjee | - |
Start Date | 21 Nov 2019 | - |
Name
Gargi Bhattacharyya Banerjee
-
Start Date
21 Nov 2019
-
About Fund
Description | The scheme seeks to generate long term Capital appreciation and current income with reduced volatility by investing in a judicious mix of a diversified portfolio of equity and Equity related investments, debt and money market instruments. | - |
Launch Date | 08 Nov 2013 | - |
Description
The scheme seeks to generate long term Capital appreciation and current income with reduced volatility by investing in a judicious mix of a diversified portfolio of equity and Equity related investments, debt and money market instruments.
-
Launch Date
08 Nov 2013
-