The fund is rated 3 stars. Asset mix was a strength, while balance between returns and downside risk provided some support. Investment selection within each industry did not provide enough support for a higher rating.
This fund has a good track record with Asset Allocation, a bad track record with Stock Selection/Timing. It is important to note, however, that this fund has a 4072.358 AUM and a 1.96 expense ratio. Considering all these factors, we have rated this fund as 3.0 star.
Our score weighs long-term performance, risk and consistency — not just past returns.
Returns
As of 8 Oct 2026
Risk ratios
As of 30 Sep 2026
Debt metrics
Fund details
Long term capital growth. Investment in equity and equity related instruments and fixed income instruments.
The scheme aims to generate consistent returns by investing a major portion in equity and a small portion in debt and money market instruments. It will invest upto 50 per cent of its assets in equities and equity related securities and atleast 25 per cent of its assets in debt and money market instruments with an average maturity of 1 to 7 years.
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
