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. Actual returns vary and are not guaranteed.
| # | Holding | Sector | Country | Weight | YTD |
|---|---|---|---|---|---|
| 1 | Indusind Bank
INE095A01012 |
Financial Services Banks - Regional |
India |
3.61%
|
+8.63% |
| 2 | Laurus Labs
INE947Q01028 |
Healthcare Drug Manufacturers - Specialty & Generic |
India |
3.45%
|
+23.65% |
| 3 | Steel Authority of India
INE114A01011 |
Basic Materials Steel |
India |
3.37%
|
+23.93% |
| 4 | Lupin
INE326A01037 |
Healthcare Drug Manufacturers - Specialty & Generic |
India |
3.30%
|
+10.32% |
| 5 | Tata Communications
INE151A01013 |
Communication Services Telecom Services |
India |
3.27%
|
+6.39% |
| 6 | Bharat Forge
INE465A01025 |
Consumer Cyclical Auto Parts |
India |
3.08%
|
+37.51% |
| 7 | Delhivery
INE148O01028 |
Industrials Integrated Freight & Logistics |
India |
2.93%
|
+13.71% |
| 8 | PB FinTech
INE417T01026 |
Financial Services Insurance Brokers |
India |
2.84%
|
-11.32% |
| 9 | Hero Motocorp
INE158A01026 |
Consumer Cyclical Auto Manufacturers |
India |
2.78%
|
-11.08% |
| 10 | Bharat Heavy Electricals
INE257A01026 |
Industrials Specialty Industrial Machinery |
India |
2.78%
|
+41.21% |
The investment objective of the scheme is to provide long-term capital appreciation from a portfolio investing predominantly in Indian equity and equity related securities of midcap companies. From time to time, the fund manager may also participate in other Indian equities and equity related securities for optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized.
Fund manager(s): Ankit Jain
Exit load: Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 years.