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Compare Mutual Funds

 
  • Category,
    Sub-category
  • small cap, equity
  • small cap, equity
  • ET Money Rank in sub-category
  • N.A.
  • N.A.
  • Fund Age
  • 12 yrs 4 m
  • 12 yrs 4 m
  • Fund Size
  • ₹14,258 Crs
  • ₹26,222 Crs
  • 3 months
  • 12.54%
  • 11.99%
  • 6 months
  • -2.96%
  • -4.88%
  • 1 year
  • 10.59%
  • -1.54%
  • 3 year
  • 21.96%
  • 28.31%
  • 5 year
  • 36.39%
  • 50.4%
  • Standard Deviation
  • 18.51
  • 18.87
  • Sharpe
  • 0.55
  • 0.85
  • Beta
  • 0.89
  • 0.9
  • Sortino
  • 0.81
  • 1.26
  • Alpha
  • -1.07
  • 4.72
  • Top 3 sectors
    • Chemicals (13.11%)
    • Capital Goods (10.14%)
    • Consumer Staples (10.08%)
    • Services (18.29%)
    • Healthcare (15.06%)
    • Energy (14.91%)
  • Top 5 holdings
    • Jubilant Ingrevia Ltd. (3.51%)
    • Welspun Corp Ltd. (3.14%)
    • eClerx Services Ltd. (2.82%)
    • Dodla Dairy Ltd (2.73%)
    • Triveni Engineering & Industries Ltd. (2.64%)
    • Reliance Industries Ltd. (10.48%)
    • JIO Financial Services Ltd. (5.23%)
    • Aegis Logistics Ltd. (3.95%)
    • Aditya Birla Fashion and Retail Ltd. (3.24%)
    • Poly Medicure Ltd. (3.09%)
  • Equity%
  • 92.8%
  • 91.380068%
  • Debt%
  • 0.0%
  • 1.831649%
  • Turnover Ratio
  • NA
  • NA
  • Yield To Maturity
  • NA
  • NA
  • Modified Duration
  • NA
  • NA
  • Avg. Maturity
  • NA
  • NA
  • Avg. Credit Quality
  • NA
  • Expense Ratio
  • 0.87%
  • 0.68%
  • Exit Load
  • 1.0% know more
  • 1.0% know more
  • Lock-in
  • No Lockin
  • No Lockin
  • Benchmark Index
  • BSE 250 SmallCap TRI
  • NIFTY Smallcap 250 TRI
  • Min. Investment
  • SIP ₹500 & Lumpsum ₹500
  • SIP ₹1000 & Lumpsum ₹5000
  • Investment Horizon
  • Good for Long Term
  • Good for Long Term
  • Managed By
    • Resham Jain
    • Vinit Sambre
    • Sanjeev Sharma
    • Ankit A Pande
    • Vasav Sahgal
    • Ayusha Kumbhat
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