The fund is rated 0 stars. Balance between returns and downside risk provided limited 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. Above-average fund size of Rs 41,890.86 crore was a minor drawback.
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 41890.861 AUM and a 1.55 expense ratio. Considering all these factors, we have rated this fund as 0.0 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 predominantly in Small-Cap companies.
The scheme seeks to provide long-term capital appreciation /income by investing predominantly in Small-Cap companies.
Exit load of 1% if redeemed within 1 year
