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 | Aditya Infotech
INE819V01029 |
Industrials Building Products & Equipment |
India |
6.44%
|
+124.35% |
| 2 | Muthoot Finance
INE414G01012 |
Financial Services Credit Services |
India |
6.14%
|
-23.39% |
| 3 | Onesource Specialty Pharma
INE013P01021 |
Healthcare Biotechnology |
India |
5.74%
|
-8.79% |
| 4 | Ather Energy
INE0LEZ01016 |
Consumer Cyclical Auto Manufacturers |
India |
5.46%
|
+36.12% |
| 5 | Samvardhana Motherson International
INE775A01035 |
Consumer Cyclical Auto Parts |
India |
5.40%
|
+17.63% |
| 6 | Aditya Birla Capital
INE674K01013 |
Financial Services Financial Conglomerates |
India |
5.04%
|
-5.90% |
| 7 | Shriram Finance
INE721A01047 |
Financial Services Credit Services |
India |
4.98%
|
-11.04% |
| 8 | ICICI Prudential Asset Management
INE346A01027 |
Financial Services Asset Management |
India |
4.78%
|
+21.04% |
| 9 | Shaily Engineering Plastics
INE151G01028 |
Basic Materials Specialty Chemicals |
India |
4.76%
|
+29.61% |
| 10 | Waaree Energies
INE377N01017 |
Technology Solar |
India |
4.27%
|
+1.54% |
To achieve long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, mergers & acquisitions, government policy and/or regulatory changes, disruption, upcoming and new trends, new & emerging sectors, companies/sectors going through temporary unique challenges and other similar instances. However, there can be no assurance that the investment objective of the scheme will be realized
Fund manager(s): Swapnil Mayekar, Ajay Khandelwal, Ankit Agarwal, Rakesh Shetty
Exit load: Exit load of 1%, if redeemed within 3 months.