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)
    ₹234 Cr
  • Created on
    2 Oct 2025
Fund Ranking
#
/ 55 in Flexi Cap
Risk Level

Very High

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Returns
Trailing Return
Rolling Return
  • 6 Month
    0.8%
  • 1 Year
    -2.5%
  • 3 Year (CAGR)
    -
  • All Time (CAGR)
    -1.7%
Category Return
  • 6 Month
    8.1%
  • 1 Year
    2.7%
  • 3 Year (CAGR)
    12.1%
  • All Time (CAGR)
    15.3%
Asset Allocation
  • Equity
    96.9%
  • Other
    3.1%
Top 5 Holdings
Top 5 Sectors
  • Adani Enterprises
    1.87%
  • Amara Raja Energy & Mobility
    2.05%
  • Apollo Tyres
    0.97%
  • Ashok Leyland
    3.10%
  • Aurobindo Pharma
    2.04%
Fund Information
  • Expense Ratio
    3.90%
  • Exit Load
    Exit load of 1%, if redeemed within 30 days.
  • Lock-In Period
    No Lock-In

Managed By

Umesh Sharma
Sep 2025 - Present
Varun Nanavati
Sep 2025 - Present
Neeraj Jain
Jan 2026 - Present
Aparna Shanker
Sep 2025 - Present
Saloni Kapadia
July 2026 - Present
Chinmay Sathe
Sep 2026 - Present
Risk & Return Ratio
  • Sharpe Ratio
    0.00
  • Standard Deviation
    0.00
  • Alpha
    0.00
  • Beta
    0.00
Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully.