The fund is rated 3 stars. The strongest areas were investment selection within each asset type and balance between returns and downside risk. Investment selection within each industry was the main limitation and did not provide enough support for a higher rating. Above-average fund size of Rs 1,365.3 crore was a minor drawback.
This fund has a good track record with Asset Selection/Timing, a bad track record with Stock Selection/Timing, a good risk-reward ratio. It is important to note, however, that this fund has a 1365.296 AUM and a 2.2 expense ratio. Considering all these factors, we have rated this fund as 3.0 star.
અમારો સ્કોર લાંબા ગાળાની કામગીરી, જોખમ અને સાતત્યને વજન આપે છે — ફક્ત ભૂતકાળના વળતરને નહીં.
રિટર્ન
21 Sep 2026 મુજબ
જોખમ ગુણોત્તર
31 Aug 2026 મુજબ
ફંડ વિગતો
Long term wealth creation. An equity scheme that invests in equity and equity related instruments of companies following the ESG theme following Exclusion Strategy.
The scheme seeks to generate long-term capital appreciation by investing in a diversified basket of companies identified based on the Environmental, Social and Governance (ESG) theme following Exclusion Strategy.
Exit load of 1% if redeemed within 1 month.
