Mutual funds are subject to market risk. Read all scheme documents carefully.
The fund is rated 1 star. Investment selection within each industry and balance between returns and downside risk provided some support. Investment selection within each asset type did not provide enough support for a higher rating. Above-average fund size of Rs 5,697.41 crore was a minor drawback.
This fund has a bad track record with Asset Selection/Timing, a ok track record with Stock Selection/Timing. It is important to note, however, that this fund has a 5697.414 AUM and a 1.95 expense ratio. Considering all these factors, we have rated this fund as 1.0 star.
Our score weighs long-term performance, risk and consistency — not just past returns.
As of 5 Nov 2026
As of 31 Oct 2026
Long term capital growth. Investments in equity and equity related securities of companies that are expected to benefit from the rising consumption patterns in India fuelled by high disposable incomes.
The scheme aims to invest in equity/ equity related instruments of companies that are expected to benefit from the rising consumption patterns in India, which in turn is getting fuelled by high disposable incomes of the young generation (Generation Next).
Exit load of 1%, if redeemed within 30 days.
As of 30 Sep 2026
| Holding | % of fund | Value | Shares |
|---|---|---|---|
| Eternal Ltd. | 7.35% | ₹418.64 Cr | 1,30,82,461 |
| Bharti Airtel Ltd. | 5.30% | ₹302.2 Cr | 17,20,000 |
| Mahindra & Mahindra Ltd. | 4.38% | ₹249.87 Cr | 8,47,014 |
| TVS Motor Company Ltd. | 3.87% | ₹220.54 Cr | 5,37,119 |
| ICICI Bank Ltd. | 3.62% | ₹206.52 Cr | 15,62,516 |
| Maruti Suzuki India Ltd. | 3.19% | ₹182.06 Cr | 1,52,137 |
| ITC Ltd. | 3.04% | ₹173.42 Cr | 66,00,000 |
| Titan Company Ltd. | 2.90% | ₹164.97 Cr | 3,59,644 |
| Trent Ltd. | 2.85% | ₹162.15 Cr | 6,18,522 |
| Hindustan Unilever Ltd. | 2.83% | ₹160.98 Cr | 8,56,710 |
