The fund is rated 4.5 stars. The strongest areas were investment selection within each asset type, investment selection within each industry, and balance between returns and downside risk. Higher annual fee of 1.5% and above-average fund size of Rs 80,206.2 crore were minor drawbacks.
This fund has a good track record with Asset Selection/Timing, a good track record with Stock Selection/Timing, a good risk-reward ratio. It is important to note, however, that this fund has a 80206.203 AUM and a 1.5 expense ratio. Considering all these factors, we have rated this fund as 4.5 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 Wealth Creation. An open ended equity scheme predominantly investing in large cap stocks.
The scheme seeks to generate long term capital appreciation and income distribution to investors from a portfolio that is predominantly invested in equity and equity related securities of large cap companies.
Exit load of 1%, if redeemed within 1 month.
