The fund is rated 2.5 stars. Investment selection within each asset type, investment selection within each industry, and balance between returns and downside risk provided some support. Above-average fund size of Rs 18,410.89 crore was a minor drawback.
This fund has a ok 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 18410.886 AUM and a 1.84 expense ratio. Considering all these factors, we have rated this fund as 2.5 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. Investment in equity and equity-related instruments predominantly of large and midcap companies/entities.
The scheme seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of large and madcap companies/entities.
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months.
