- InvestInvestment SuiteExclusiveFeatures
- PlatformProduct SuiteFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnResourceInvesting GuideEvents
- Partner
- Support
Invest
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 | ₹100 | - |
Expense Ratio | 1.86 | - |
NAV | ₹316.47 | - |
Fund Started | 27 Apr 2004 | - |
Fund Size | ₹5406.16 Cr | - |
Exit Load | Exit load of 1% if redeemed less than 12 months | - |
Risk
Very High
-
Rating
3.0
-
Min SIP Amount
₹100
-
Expense Ratio
1.86
-
NAV
₹316.47
-
Fund Started
27 Apr 2004
-
Fund Size
₹5406.16 Cr
-
Exit Load
Exit load of 1% if redeemed less than 12 months
-
Returns
1 Year | 45.80% | - |
3 Year | 29.11% | - |
5 Year | 28.17% | - |
1 Year
45.80%
-
3 Year
29.11%
-
5 Year
28.17%
-
Holding Analysis
Equity | 95.64% | - |
Cash | 4.36% | - |
Equity
95.64%
-
Cash
4.36%
-
Top Holdings
Top 10 Holdings |
| - |
Top 10 Holdings
Name | Assets |
|---|---|
NTPC Ltd. | 6.10% |
Siemens Ltd. | 4.77% |
Larsen & Toubro Ltd. | 3.96% |
Bharti Airtel Ltd. | 3.22% |
Kirloskar Oil Engines Ltd. | 3.19% |
Kalpataru Projects International Ltd. | 2.95% |
Coal India Ltd. | 2.78% |
Polycab India Ltd. | 2.45% |
KFin Technologies Ltd. | 1.89% |
Kirloskar Pneumatic Company Ltd. | 1.83% |
-
Fund Manager
Name | Jay Kothari | - |
Start Date | 16 Mar 2018 | - |
Name
Jay Kothari
-
Start Date
16 Mar 2018
-
About Fund
Description | The fund seeks to generate capital appreciation by investing in equity and equity related securities of corporates that could benefit from ongoing structural changes and economic reforms in the country. The portfolio is well diversified across sectors, market capitalisation and between private & PSU companies and will get benefit from increased government spending on infrastructure and increased private participation and revival in the corporate capex cycle. | - |
Launch Date | 27 Apr 2004 | - |
Description
The fund seeks to generate capital appreciation by investing in equity and equity related securities of corporates that could benefit from ongoing structural changes and economic reforms in the country. The portfolio is well diversified across sectors, market capitalisation and between private & PSU companies and will get benefit from increased government spending on infrastructure and increased private participation and revival in the corporate capex cycle.
-
Launch Date
27 Apr 2004
-
