The fund is rated 5 stars. The strongest areas were investment selection within each asset type, investment selection within each industry, and balance between returns and downside risk. Above-average fund size of Rs 9,097.96 crore was a minor drawback.
This fund has a good track record with Asset Selection/Timing, a good track record with Stock Selection/Timing, a good risk-reward ratio. It is important to note, however, that this fund has a 9097.96 AUM and a 1.99 expense ratio. Considering all these factors, we have rated this fund as 5.0 star.
અમારો સ્કોર લાંબા ગાળાની કામગીરી, જોખમ અને સાતત્યને વજન આપે છે — ફક્ત ભૂતકાળના વળતરને નહીં.
રિટર્ન
23 Sep 2026 મુજબ
જોખમ ગુણોત્તર
31 Aug 2026 મુજબ
ફંડ વિગતો
Long term capital growth. Investment in equity and equity related securities.
The scheme seeks capital appreciation and/or to generate consistent returns by actively investing in equity/ equity related securities predominantly into value stocks.
For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months.
