close
Sucess

Great! You have sucessfully subscribed for newsletters for investments

Subscribed email:

Compare Mutual Funds

 
  • Category,
    Sub-category
  • elss, equity
  • elss, equity
  • ET Money Rank in sub-category
  • N.A.
  • N.A.
  • Fund Age
  • 29 yrs 5 m
  • 5 yrs 10 m
  • Fund Size
  • ₹15,556 Crs
  • ₹5,085 Crs
  • 3 months
  • 9.17%
  • 7.2%
  • 6 months
  • 5.46%
  • 5.88%
  • 1 year
  • 12.57%
  • 15.95%
  • 3 year
  • 25.07%
  • 21.9%
  • 5 year
  • 29.6%
  • 29.43%
  • Standard Deviation
  • 12.52
  • 10.46
  • Sharpe
  • 1.22
  • 1.19
  • Beta
  • 0.83
  • 0.65
  • Sortino
  • 2.36
  • 1.82
  • Alpha
  • 7.8
  • 6.63
  • Top 3 sectors
    • Financial (38.18%)
    • Automobile (11.54%)
    • Healthcare (9.64%)
    • Financial (29.71%)
    • Automobile (14.3%)
    • Technology (12.669999999999998%)
  • Top 5 holdings
    • ICICI Bank Ltd. (10.4%)
    • HDFC Bank Ltd. (10.11%)
    • Axis Bank Ltd. (9.21%)
    • Cipla Ltd. (5.01%)
    • Kotak Mahindra Bank Ltd. (4.89%)
    • Bajaj Holdings & Investment Ltd. (7.98%)
    • Power Grid Corporation Of India Ltd. (6.39%)
    • Coal India Ltd. (5.84%)
    • Maharashtra Scooters Ltd. (5.66%)
    • ICICI Bank Ltd. (5.03%)
  • Equity%
  • 92.4%
  • 80.75%
  • Debt%
  • 0.33%
  • 19.31%
  • Turnover Ratio
  • NA
  • NA
  • Yield To Maturity
  • NA
  • NA
  • Modified Duration
  • NA
  • NA
  • Avg. Maturity
  • NA
  • NA
  • Avg. Credit Quality
  • NA
  • NA
  • Expense Ratio
  • 1.66%
  • 0.61%
  • Exit Load
  • 0.0%
  • 0.0%
  • Lock-in
  • 3 Years
  • 3 Years
  • Benchmark Index
  • NIFTY 500 TRI
  • NIFTY 500 TRI
  • Min. Investment
  • SIP ₹500 & Lumpsum ₹500
  • SIP ₹1000 & Lumpsum ₹500
  • Investment Horizon
  • Good for Medium Term
  • Good for Medium Term
  • Managed By
    • Roshi Jain
    • Rajeev Thakkar
    • Raj Mehta
    • Raunak Onkar
    • Rukun Tarachandani
    • Mansi Kariya
Go to top