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 | Radico Khaitan
INE944F01028 |
Consumer Defensive Beverages - Wineries & Distilleries |
India |
4.49%
|
+5.42% |
| 2 | MTAR Technologies
INE864I01014 |
Industrials Specialty Industrial Machinery |
India |
4.27%
|
+194.06% |
| 3 | Oracle Financial Services Software
INE881D01027 |
Technology Software - Infrastructure |
India |
4.18%
|
+26.71% |
| 4 | Eternal
INE758T01015 |
Consumer Cyclical Internet Retail |
India |
4.03%
|
-13.76% |
| 5 | NALCO
INE139A01034 |
Basic Materials Aluminum |
India |
3.95%
|
+21.75% |
| 6 | Shriram Finance
INE721A01047 |
Financial Services Credit Services |
India |
3.61%
|
-9.92% |
| 7 | Polycab
INE455K01017 |
Industrials Electrical Equipment & Parts |
India |
3.58%
|
+25.00% |
| 8 | Delhivery
INE148O01028 |
Industrials Integrated Freight & Logistics |
India |
3.55%
|
+6.75% |
| 9 | Interglobe Aviation
INE646L01027 |
Industrials Airlines |
India |
3.43%
|
-10.57% |
| 10 | PB FinTech
INE417T01026 |
Financial Services Insurance Brokers |
India |
3.40%
|
-17.41% |
To provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying medium term cycles which can impact the business fundamentals. This will be done through dynamic allocation between various themes and stocks at different stages of cycles in the economy. However, there can be no assurance that the investment objective of the Scheme will be achieved
Fund manager(s): Sandeep Agarwal, Madanagopal Ramu, Shalav Saket
Exit load: Exit load of 1%, if redeemed within 365 days.