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 | Sterlite Technologies
INE089C01029 |
Technology Communication Equipment |
India |
6.33%
|
+450.78% |
| 2 | MTAR Technologies
INE864I01014 |
Industrials Specialty Industrial Machinery |
India |
6.22%
|
+160.93% |
| 3 | Religare Enterprises
INE621H01010 |
Financial Services Insurance - Life |
India |
5.93%
|
-6.35% |
| 4 | Sansera Engineering
INE953O01021 |
Consumer Cyclical Auto Parts |
India |
2.87%
|
+70.63% |
| 5 | GE Vernova T&D
INE200A01026 |
Industrials Specialty Industrial Machinery |
India |
2.87%
|
+51.16% |
| 6 | TD Power Systems
INE419M01027 |
Industrials Specialty Industrial Machinery |
India |
2.78%
|
+60.39% |
| 7 | Acutaas Chemicals
INE00FF01025 |
Basic Materials Specialty Chemicals |
India |
2.75%
|
+83.72% |
| 8 | MCX
INE745G01043 |
Financial Services Financial Data & Stock Exchanges |
India |
2.64%
|
+24.77% |
| 9 | Kirloskar Oil Engines
INE146L01010 |
Industrials Specialty Industrial Machinery |
India |
2.63%
|
+47.76% |
| 10 | Thangamayil Jewellery
INE085J01014 |
Consumer Cyclical Luxury Goods |
India |
2.20%
|
+68.07% |
The investment objective of the Scheme is to seek to generate long-term capital appreciation by investing in stocks showing strong momentum. Momentum stocks are such that exhibit positive price momentum – based on the phenomenon that stocks which have performed well in the past relative to other stocks (winners) continue to perform well in the future, and stocks that have performed relatively poorly (losers) continue to perform poorly.
Fund manager(s): Nirali Bhansali, Dhawal Ghanshyam Dhanani, Umeshkumar Mehta, Vishal Shinde
Exit load: Exit load of 1%, if redeemed within 30 days.