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 | Bharti Airtel
INE397D01024 |
Communication Services Telecom Services |
India |
6.09%
|
-9.25% |
| 2 | HDFC Bank
INE040A01034 |
Financial Services Banks - Regional |
India |
5.61%
|
-20.02% |
| 3 | Axis Bank
INE238A01034 |
Financial Services Banks - Regional |
India |
4.97%
|
+6.97% |
| 4 | Eternal
INE758T01015 |
Consumer Cyclical Internet Retail |
India |
4.76%
|
-4.95% |
| 5 | Reliance Industries
INE002A01018 |
Energy Oil & Gas Refining & Marketing |
India |
4.53%
|
-16.23% |
| 6 | Adani Ports & SEZ
INE742F01042 |
Industrials Marine Shipping |
India |
4.17%
|
+25.38% |
| 7 | Apollo Hospitals
INE437A01024 |
Healthcare Medical Care Facilities |
India |
2.85%
|
+20.69% |
| 8 | RateGain Travel
INE0CLI01024 |
Technology Software - Application |
India |
2.69%
|
+25.44% |
| 9 | ICICI Bank
INE090A01021 |
Financial Services Banks - Regional |
India |
2.62%
|
+0.27% |
| 10 | Shriram Finance
INE721A01047 |
Financial Services Credit Services |
India |
2.58%
|
+0.57% |
To seek capital appreciation by investing in equity / equity related instruments of companies who drive a majoirty of their income from business predominantly in the Services sector of the economy. however, there can be no assurance that the investment objective of the Scheme will be realized. Services sector includes healthcare, Fitness, tourism & hospitality, transportation & Logistics, education, Staffing, Wealth management, media, Retail, aviation, Legal, architecture, Design services etc.
Fund manager(s): Rohit Seksaria, Shalav Saket
Exit load: For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.