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Compare Mutual Funds

 
  • Category,
    Sub-category
  • strategy, equity
  • strategy, equity
  • ET Money Rank in sub-category
  • N.A.
  • N.A.
  • Fund Age
  • 2 yrs
  • 4 yrs 5 m
  • Fund Size
  • ₹1,275 Crs
  • ₹12,375 Crs
  • 3 months
  • 16.99%
  • 14.65%
  • 6 months
  • -7.31%
  • 4.07%
  • 1 year
  • 1.72%
  • 11.94%
  • 3 year
  • NA
  • 24.68%
  • 5 year
  • NA
  • NA
  • Standard Deviation
  • NA
  • 13.1
  • Sharpe
  • NA
  • 1.17
  • Beta
  • NA
  • 0.83
  • Sortino
  • NA
  • 2.55
  • Alpha
  • NA
  • 7.82
  • Top 3 sectors
    • Healthcare (21.58%)
    • Energy (16.61%)
    • Services (10.84%)
    • Financial (29.31%)
    • Automobile (10.339999999999998%)
    • Energy (9.85%)
  • Top 5 holdings
    • Reliance Industries Ltd. (10.62%)
    • JIO Financial Services Ltd. (6.25%)
    • HFCL Ltd. (6.17%)
    • HDFC Life Insurance Co Ltd. (6.06%)
    • Samvardhana Motherson International Ltd. (5.75%)
    • HDFC Bank Ltd. (9.52%)
    • ICICI Bank Ltd. (9.31%)
    • Larsen & Toubro Ltd. (6.66%)
    • Reliance Industries Ltd. (5.25%)
    • Ultratech Cement Ltd. (4.23%)
  • Equity%
  • 93.726573%
  • 93.39269033%
  • Debt%
  • 3.890966%
  • 0.84116623%
  • Turnover Ratio
  • NA
  • NA
  • Yield To Maturity
  • NA
  • NA
  • Modified Duration
  • NA
  • NA
  • Avg. Maturity
  • NA
  • NA
  • Avg. Credit Quality
  • NA
  • NA
  • Expense Ratio
  • 0.52%
  • 0.74%
  • Exit Load
  • 1.0%
  • 1.0% know more
  • Lock-in
  • No Lockin
  • No Lockin
  • Benchmark Index
  • NIFTY 500 TRI
  • NIFTY 500 TRI
  • Min. Investment
  • NA
  • SIP ₹100 & Lumpsum ₹5000
  • Investment Horizon
  • Good for Long Term
  • Good for Long Term
  • Managed By
    • Sanjeev Sharma
    • Vasav Sahgal
    • Ankit A Pande
    • Sandeep Tandon
    • Varun Pattani
    • Ayusha Kumbhat
    • Manish Banthia
    • Anish Tawakley
    • Lalit Kumar
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