3Y and 5Y returns are annualised.
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. This scheme is too new to have a track record for any of those windows, so the calculator starts on a neutral custom rate — change it to whatever you assume.
| # | Holding | Sector | Country | Weight | YTD |
|---|---|---|---|---|---|
| 1 | Cemindia Projects
INE686A01026 |
Industrials Engineering & Construction |
India |
1.97%
|
+51.63% |
| 2 | Welspun Corp
INE191B01025 |
Basic Materials Steel |
India |
1.96%
|
+71.59% |
| 3 | CAMS
INE596I01020 |
Technology Information Technology Services |
India |
1.89%
|
+12.88% |
| 4 | Avalon Technologies
INE0LCL01028 |
Technology Electronic Components |
India |
1.89%
|
+99.72% |
| 5 | RateGain Travel
INE0CLI01024 |
Technology Software - Application |
India |
1.85%
|
+28.52% |
| 6 | Star Health Insurance
INE575P01011 |
Financial Services Insurance - Life |
India |
1.84%
|
+24.32% |
| 7 | IIFL Finance
INE530B01024 |
Financial Services Credit Services |
India |
1.82%
|
-12.66% |
| 8 | Neuland Laboratories
INE794A01010 |
Healthcare Drug Manufacturers - Specialty & Generic |
India |
1.80%
|
+13.48% |
| 9 | Sansera Engineering
INE953O01021 |
Consumer Cyclical Auto Parts |
India |
1.77%
|
+72.14% |
| 10 | Dr. Lal Path Labs
INE600L01024 |
Healthcare Diagnostics & Research |
India |
1.77%
|
+12.40% |
The Scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related securities of Small Cap companies. The Scheme does not guarantee/indicate any returns. There is no assurance that the investment objective of the Scheme will be achieved.
Fund manager(s): Sanjay Doshi, Abhishek Krishnaswami
Exit load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months.