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 | ICICI Bank
INE090A01021 |
Financial Services Banks - Regional |
India |
5.86%
|
+3.32% |
| 2 | Bharti Airtel
INE397D01024 |
Communication Services Telecom Services |
India |
5.56%
|
-12.11% |
| 3 | HDFC Bank
INE040A01034 |
Financial Services Banks - Regional |
India |
5.05%
|
-18.35% |
| 4 | Infosys
INE009A01021 |
Technology Information Technology Services |
India |
4.93%
|
-34.00% |
| 5 | Mahindra & Mahindra
INE101A01026 |
Consumer Cyclical Auto Manufacturers |
India |
3.02%
|
-14.21% |
| 6 | Eternal
INE758T01015 |
Consumer Cyclical Internet Retail |
India |
3.01%
|
-8.24% |
| 7 | Hitachi Energy
INE07Y701011 |
Industrials Electrical Equipment & Parts |
India |
2.99%
|
+85.50% |
| 8 | State Bank of India
INE062A01020 |
Financial Services Banks - Regional |
India |
2.73%
|
+8.20% |
| 9 | Tech Mahindra
INE669C01036 |
Technology Information Technology Services |
India |
2.52%
|
-9.67% |
| 10 | Axis Bank
INE238A01034 |
Financial Services Banks - Regional |
India |
2.37%
|
+8.49% |
The investment objective of the scheme is to achieve long term capital appreciation by actively managed investments in equity and equity related securities of companies in India, based on Environmental, Social and Governance (“ESG”) criteria following best-in-class strategy. The Scheme does not guarantee/indicate any returns. However, there can be no assurance that the investment objective of the Scheme will be realized.
Fund manager(s): Rohan Korde, Kushant Arora
Exit load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.