Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
  • Rating
    Not Rated
  • Minimum Investment
    ₹1000
  • NAV (Net Asset Value)
    ₹N/A
  • AUM (Fund size)
    ₹228 Cr
  • Created on
    3 Jan 2022
Fund Ranking
#3
/ 7 in Sectoral-Auto & Transportation
Risk Level

Very High

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Returns
Trailing Return
Rolling Return
  • 6 Month
    8.5%
  • 1 Year
    1.6%
  • 3 Year (CAGR)
    19.3%
  • All Time (CAGR)
    20.4%
Category Return
  • 6 Month
    13.6%
  • 1 Year
    4.4%
  • 3 Year (CAGR)
    17.8%
  • All Time (CAGR)
    15.7%
Asset Allocation
  • Equity
    99.9%
  • Other
    0.1%
Top 5 Holdings
Top 5 Sectors
  • Ashok Leyland
    3.90%
  • Bharat Forge
    4.36%
  • Eicher Motors
    8.51%
  • Exide Industries
    1.56%
  • Hero Motocorp
    5.50%
Fund Information
  • Expense Ratio
    0.20%
  • Exit Load
    No Exit Load
  • Lock-In Period
    No Lock-In

Managed By

Kewal Shah
Feb 2024 - Present
Priya Sridhar
Feb 2024 - Present
Kayzad Eghlim
Jan 2022 - Present
Nishit Patel
Jan 2022 - Present
Ashwini Jemin Bharucha
Nov 2024 - Present
Venus Ahuja
Nov 2025 - Present
Risk & Return Ratio
  • Sharpe Ratio
    0.88
  • Standard Deviation
    19.83
  • Alpha
    0.43
  • Beta
    1.01