The fund is rated 0 stars. Balance between returns and downside risk provided limited support. Asset mix 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 17,373.4 crore was a minor drawback.
This fund has a bad track record with Asset Allocation, a bad track record with Stock Selection/Timing. It is important to note, however, that this fund has a 17373.395 AUM and a 1.887 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
Debt metrics
Fund details
Wealth creation over a long period of time. Investment in equity, equity related securities & debt, money market instruments while managing risk through active allocation.
The scheme seeks to generate capital appreciation by investing in a dynamically balanced portfolio of equity & equity related securities and debt & money market securities.
Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 180 days
