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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 | 3.0 | - |
Min SIP Amount | ₹200 | - |
Expense Ratio | 2.51 | - |
NAV | ₹20.47 | - |
Fund Started | 30 Oct 2017 | - |
Fund Size | ₹142.70 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
3.0
-
Min SIP Amount
₹200
-
Expense Ratio
2.51
-
NAV
₹20.47
-
Fund Started
30 Oct 2017
-
Fund Size
₹142.70 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 | 20.48% | - |
3 Year | 8.79% | - |
5 Year | 15.20% | - |
1 Year
20.48%
-
3 Year
8.79%
-
5 Year
15.20%
-
Holding Analysis
Equity | 96.46% | - |
Cash | 3.51% | - |
Equity
96.46%
-
Cash
3.51%
-
Top Holdings
Top 10 Holdings |
| - |
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.32% |
Kotak Mahindra Bank Ltd. | 7.92% |
Tech Mahindra Ltd. | 5.22% |
Shriram Finance Ltd | 5.11% |
TARC Ltd. | 5.09% |
Tata Consumer Products Ltd. | 5.05% |
Tata Consultancy Services Ltd. | 5.03% |
Artemis Medicare Services Ltd. | 4.64% |
SBI Life Insurance Company Ltd. | 4.27% |
Mahindra & Mahindra Financial Services Ltd. | 3.73% |
-
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
-
