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 | Bharti Airtel
INE397D01024 |
Communication Services Telecom Services |
India |
8.65%
|
-13.88% |
| 2 | Infosys
INE009A01021 |
Technology Information Technology Services |
India |
8.56%
|
-26.48% |
| 3 | Tech Mahindra
INE669C01036 |
Technology Information Technology Services |
India |
5.21%
|
-5.50% |
| 4 | Persistent Systems
INE262H01021 |
Technology Information Technology Services |
India |
4.69%
|
-18.89% |
| 5 | Eternal
INE758T01015 |
Consumer Cyclical Internet Retail |
India |
4.11%
|
-10.70% |
| 6 | Tata Consultancy Services
INE467B01029 |
Technology Information Technology Services |
India |
4.06%
|
-30.15% |
| 7 | Tata Communications
INE151A01013 |
Communication Services Telecom Services |
India |
3.26%
|
+4.41% |
| 8 | Mphasis
INE356A01018 |
Technology Information Technology Services |
India |
3.17%
|
-16.38% |
| 9 | Oracle Financial Services Software
INE881D01027 |
Technology Software - Infrastructure |
India |
3.10%
|
+30.43% |
| 10 | One 97 Communications
INE982J01020 |
Technology Software - Infrastructure |
India |
3.02%
|
-20.57% |
The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of technology & technology-related companies. There is no assurance that the investment objective of the Scheme will be achieved.
Fund manager(s): Sumit Bhatnagar, Siddharth Panjwani
Exit load: Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days.