The fund is rated 4 stars. The strongest areas were investment selection within each industry and balance between returns and downside risk, while investment selection within each asset type provided some support. Above-average fund size of Rs 8,136.78 crore was a minor drawback.
This fund has a ok 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 8136.777 AUM and a 1.95 expense ratio. Considering all these factors, we have rated this fund as 4.0 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
Fund details
long term capital growth. Investment in equity and equity related securities of companies engaged in or allied activities to the power and infrastructure space.
The scheme seeks long term capital appreciation by investing in equity/equity related instruments of the companies that are engaged in or allied to the power and infrastructure space in India.
Exit load of 1% if redeemed within 1 month.
