The fund is rated 2 stars. Investment selection within each industry was a strength, while balance between returns and downside risk provided some support. Asset mix was the main limitation and did not provide enough support for a higher rating. Above-average fund size of Rs 10,657.76 crore was a minor drawback.
This fund has a bad track record with Asset Allocation, a good track record with Stock Selection/Timing. It is important to note, however, that this fund has a 10657.764 AUM and a 1.82 expense ratio. Considering all these factors, we have rated this fund as 2.0 star.
Our score weighs long-term performance, risk and consistency — not just past returns.
Returns
As of 8 Oct 2026
Risk ratios
As of 30 Sep 2026
Debt metrics
Fund details
Capital appreciation over long term. Investment in equity and equity related instruments as well as debt and money market instruments.
The scheme seeks to generate capital appreciation / income from a portfolio of equity & equity related instruments and debt and money market instruments.
