The fund is rated 3 stars. The strongest areas were investment selection within each asset type and balance between returns and downside risk. Investment selection within each industry was the main limitation and did not provide enough support for a higher rating. Above-average fund size of Rs 61,102.29 crore was a minor drawback.
This fund has a good track record with Asset Selection/Timing, a bad track record with Stock Selection/Timing, a good risk-reward ratio. It is important to note, however, that this fund has a 61102.29 AUM and a 1.53 expense ratio. Considering all these factors, we have rated this fund as 3.0 star.
અમારો સ્કોર લાંબા ગાળાની કામગીરી, જોખમ અને સાતત્યને વજન આપે છે — ફક્ત ભૂતકાળના વળતરને નહીં.
રિટર્ન
24 Sep 2026 મુજબ
જોખમ ગુણોત્તર
31 Aug 2026 મુજબ
ફંડ વિગતો
Long term wealth creation. An open ended equity scheme following a value investment strategy.
The scheme seeks to generate returns through a combination of dividend income and capital appreciation by investing primarily in a well-diversified portfolio of value stocks.
Exit load of 1% if redeemed within 12 months
