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 | MTAR Technologies
INE864I01014 |
Industrials Specialty Industrial Machinery |
India |
3.64%
|
+243.67% |
| 2 | Bliss GVS Pharma
INE416D01022 |
Healthcare Drug Manufacturers - Specialty & Generic |
India |
3.11%
|
+195.89% |
| 3 | GE Power
INE878A01011 |
Industrials Engineering & Construction |
India |
2.94%
|
+211.95% |
| 4 | Kirloskar Oil Engines
INE146L01010 |
Industrials Specialty Industrial Machinery |
India |
2.65%
|
+62.92% |
| 5 | Adani Energy Solutions
INE931S01010 |
Utilities Utilities - Independent Power Producers |
India |
2.63%
|
+48.27% |
| 6 | Laurus Labs
INE947Q01028 |
Healthcare Drug Manufacturers - Specialty & Generic |
India |
2.60%
|
+23.65% |
| 7 | Steel Authority of India
INE114A01011 |
Basic Materials Steel |
India |
2.59%
|
+23.93% |
| 8 | Bajaj Consumer Care
INE933K01021 |
Consumer Defensive Household & Personal Products |
India |
2.59%
|
+142.19% |
| 9 | Cummins
INE298A01020 |
Industrials Specialty Industrial Machinery |
India |
2.56%
|
+32.55% |
| 10 | TD Power Systems
INE419M01027 |
Industrials Specialty Industrial Machinery |
India |
2.55%
|
+80.76% |
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 relatively superior 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. The portfolio of stocks will be selected, weighted and rebalanced using proprietary screens.
Fund manager(s): Sanjay Bembalkar, Gaurav Chopra
Exit load: 1% for redemption within 1 Year