The fund is rated 0.5 stars. The balance between returns and downside risk provided some support. Investment selection within each asset type and investment selection within each industry were the main limitations and did not provide enough support for a higher rating. Higher annual fee of 2.03% was a minor drawback.
This fund has a bad track record with Asset Selection/Timing, a bad track record with Stock Selection/Timing, a ok risk-reward ratio. It is important to note, however, that this fund has a 6966.285 AUM and a 2.03 expense ratio. Considering all these factors, we have rated this fund as 0.5 star.
Our score weighs long-term performance, risk and consistency — not just past returns.
Returns
As of 7 Oct 2026
Risk ratios
As of 30 Sep 2026
Fund details
Long term capital growth. Investments primarily in mid cap stocks.
The scheme aims at long-term growth of capital at controlled level of risk by investing primarily in mid-cap stocks, to generate returns higher than a fund focused on large and liquid stocks. A small portion of the portfolio may be kept in call & money market instruments in order to meet the liquidity needs.
Exit load of 1%, if redeemed within 90 days.
