Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Other Info
Fund Overview
  • Rating
    Not Rated
  • Minimum Investment
    ₹1000
  • NAV (Net Asset Value)
    ₹N/A
  • AUM (Fund size)
    ₹728 Cr
  • Created on
    4 Oct 2022
Fund Ranking
#6
/ 7 in Sectoral-Auto & Transportation
Risk Level

Very High

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Returns
Trailing Return
Rolling Return
  • 6 Month
    3.0%
  • 1 Year
    -1.3%
  • 3 Year (CAGR)
    15.0%
  • All Time (CAGR)
    18.0%
Category Return
  • 6 Month
    3.0%
  • 1 Year
    -0.6%
  • 3 Year (CAGR)
    15.6%
  • All Time (CAGR)
    15.4%
Asset Allocation
  • Equity
    89.6%
  • Debt
    0.1%
  • Other
    10.3%
Top 5 Holdings
Top 5 Sectors
  • Amara Raja Energy & Mobility
    1.56%
  • Apollo Tyres
    1.95%
  • Automotive Axles
    1.92%
  • Blue Dart Express
    0.96%
  • Container Corporation Of India
    1.85%
Fund Information
  • Expense Ratio
    2.53%
  • Exit Load
    Exit load of 0.5%, if redeemed within 30 days.
  • Lock-In Period
    No Lock-In

Managed By

Harshal Joshi
Oct 2022 - Present
Daylynn Gerard Paul Pinto
Oct 2022 - Present
Ritika Behera
Oct 2023 - Present
Gaurav Satra
June 2024 - Present
Risk & Return Ratio
  • Sharpe Ratio
    0.62
  • Standard Deviation
    18.24
  • Alpha
    0.29
  • Beta
    0.85
Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully.