The fund is rated 1 star. 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 2.1% and above-average fund size of Rs 7,100.57 crore were minor drawbacks.
This fund has a bad track record with Asset Selection/Timing, a bad track record with Stock Selection/Timing. It is important to note, however, that this fund has a 7100.566 AUM and a 2.1 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.
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 cap 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 cap companies/ entities.
Exit load of 1% if redeemed less than 12 months
