The fund is rated 0.5 stars. The balance between returns and downside risk provided some support. The 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. The above-average fund size of Rs 56,118.9 crore was a minor drawback.
This fund has a bad track record with Asset Selection/Timing, a bad track record with Stock Selection/Timing, a ok risk-reward ratio. It is important to note, however, that this fund has a 56118.904 AUM and a 1.478 expense ratio. Considering all these factors, we have rated this fund as 0.5 star.
Our score weighs long-term performance, risk and consistency — not just past returns.
Returns
As of 21 Sep 2026
Risk ratios
As of 31 Aug 2026
Fund details
Long term capital growth. Investment in portfolio of predominantly equity & equity related securities generally focused on a few selected sectors across market capitalisation.
The scheme seeks to generate longterm capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors.
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days.
