- 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 | ₹500 | - |
Expense Ratio | 2.01 | - |
NAV | ₹62.36 | - |
Fund Started | 07 Oct 2011 | - |
Fund Size | ₹2121.63 Cr | - |
Exit Load | Exit load of 1% if redeemed before 61 months. | - |
Risk
Very High
-
Rating
3.0
-
Min SIP Amount
₹500
-
Expense Ratio
2.01
-
NAV
₹62.36
-
Fund Started
07 Oct 2011
-
Fund Size
₹2121.63 Cr
-
Exit Load
Exit load of 1% if redeemed before 61 months.
-
Returns
1 Year | 13.54% | - |
3 Year | 11.17% | - |
5 Year | 14.63% | - |
1 Year
13.54%
-
3 Year
11.17%
-
5 Year
14.63%
-
Holding Analysis
Equity | 95.06% | - |
Cash | 4.94% | - |
Equity
95.06%
-
Cash
4.94%
-
Top Holdings
Top 10 Holdings |
| - |
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.30% |
Tata Consultancy Services Ltd. | 4.34% |
ITC Ltd. | 4.22% |
Zomato Ltd. | 3.56% |
BSE Ltd. | 3.26% |
Radico Khaitan Ltd. | 3.07% |
Solar Industries India Ltd. | 2.88% |
Reliance Industries Ltd. | 2.50% |
Newgen Software Technologies Ltd. | 2.28% |
Sonata Software Ltd. | 2.25% |
-
Fund Manager
Name | Murthy Nagarajan | - |
Start Date | 03 May 2021 | - |
Name
Murthy Nagarajan
-
Start Date
03 May 2021
-
About Fund
Description | The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals. | - |
Launch Date | 07 Oct 2011 | - |
Description
The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.
-
Launch Date
07 Oct 2011
-
