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 | Axis Bank
INE238A01034 |
Financial Services Banks - Regional |
India |
5.89%
|
+1.81% |
| 2 | Bharti Airtel
INE397D01024 |
Communication Services Telecom Services |
India |
5.31%
|
-14.56% |
| 3 | Reliance Industries
INE002A01018 |
Energy Oil & Gas Refining & Marketing |
India |
4.90%
|
-18.80% |
| 4 | HDFC Bank
INE040A01034 |
Financial Services Banks - Regional |
India |
4.77%
|
-25.51% |
| 5 | State Bank of India
INE062A01020 |
Financial Services Banks - Regional |
India |
3.52%
|
+3.85% |
| 6 | Adani Ports & SEZ
INE742F01042 |
Industrials Marine Shipping |
India |
3.46%
|
+24.26% |
| 7 | HDFC AMC
INE127D01025 |
Financial Services Asset Management |
India |
3.32%
|
-4.30% |
| 8 | RR Kabel
INE777K01022 |
Industrials Electrical Equipment & Parts |
India |
3.30%
|
+49.86% |
| 9 | Ajanta Pharma
INE031B01049 |
Healthcare Drug Manufacturers - Specialty & Generic |
India |
3.28%
|
+8.97% |
| 10 | Nuvama Wealth Management
INE531F01023 |
Financial Services Asset Management |
India |
3.16%
|
+6.28% |
The investment objective of the scheme is to generate long-term capital appreciation by employing a quantamental approach of investing in equity and equity derivatives of specific sectors that are trending due to better earnings expectation. The allocation among sectors and stock selection will be decided by the in-house proprietary quantitative model and further augmented with fundamental analysis. There is no assurance or guarantee that the investment objective of the Scheme will be achieved.
Fund manager(s): Prateek Nigudkar, Hitesh Savanth
Exit load: Exit load of 1%, if redeemed within 3 months