The fund is rated 2.5 stars. Overall investment selection was a strength while balance between returns and downside risk provided some support. Asset mix was the main limitation and did not provide enough support for a higher rating. Above-average fund size of Rs 56,297.62 crore was a minor drawback.
This fund has a bad track record with Asset Allocation, a good average track record with Selection/Timing. It is important to note, however, that this fund has a 56297.622 AUM and a 1.62 expense ratio. Considering all these factors, we have rated this fund as 2.5 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 capital growth. Investment in equity and equity related securities.
The scheme aims to invest in stocks across those sectors and industries where India's strong inherent potential is increasingly becoming visible to the world, which are driving our economy and whose fundamental future growth is influenced by ongoing economic reforms, FDI inflows and infrastructural changes.
For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months.
