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 | Coforge
INE591G01025 |
Technology Information Technology Services |
India |
4.99%
|
-10.53% |
| 2 | Axis Bank
INE238A01034 |
Financial Services Banks - Regional |
India |
3.96%
|
+7.03% |
| 3 | Larsen & Toubro
INE018A01030 |
Industrials Engineering & Construction |
India |
3.87%
|
+3.82% |
| 4 | Bharti Airtel
INE397D01024 |
Communication Services Telecom Services |
India |
3.43%
|
-8.98% |
| 5 | Manappuram Finance
INE522D01027 |
Financial Services Credit Services |
India |
3.37%
|
+6.35% |
| 6 | HDFC Bank
INE040A01034 |
Financial Services Banks - Regional |
India |
3.03%
|
-19.35% |
| 7 | Reliance Industries
INE002A01018 |
Energy Oil & Gas Refining & Marketing |
India |
2.93%
|
-15.15% |
| 8 | ICICI Bank
INE090A01021 |
Financial Services Banks - Regional |
India |
2.60%
|
+0.71% |
| 9 | Vodafone Idea
INE669E01016 |
Communication Services Telecom Services |
India |
2.47%
|
+37.92% |
| 10 | NMDC
INE584A01023 |
Basic Materials Steel |
India |
2.34%
|
+9.04% |
The investment objective of the scheme is to generate Income over short to medium term by predominantly investing in arbitrage opportunities in the cash & derivatives segment of the equity market The Scheme does not guarantee or assure any returns. There is no assurance that the investment objective of the Scheme will be achieved.
Fund manager(s): Prateek Jain, Anoop Vijaykumar
Exit load: Exit load of 0.25%, if redeemed within 15 days