The fund is rated 2 stars. Asset mix, overall investment selection, and balance between returns and downside risk provided some support. Above-average fund size of Rs 20,649.14 crore was a minor drawback.
This fund has a ok track record with Asset Allocation, a ok risk-reward ratio, a ok average track record with Selection/Timing. It is important to note, however, that this fund has a 20649.14 AUM and a 1.76 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 7 Oct 2026
Risk ratios
As of 30 Sep 2026
Fund details
To generate long-term capital appreciation. Income investment in equity and equity related securities of large cap, mid cap and small cap companies.
The scheme seeks to generate long term capital appreciation by investing in equity and equity related securities of large cap, mid cap and small cap companies.
Exit load of 1% if redeemed within 1 year.
