The fund is rated 1.5 stars. Investment selection within each industry and balance between returns and downside risk provided some support. Investment selection within each asset type did not provide enough support for a higher rating. Higher annual fee of 2.38% was a minor drawback.
This fund has a bad track record with Asset Selection/Timing, a ok track record with Stock Selection/Timing, a ok risk-reward ratio. It is important to note, however, that this fund has a 810.393 AUM and a 2.38 expense ratio. Considering all these factors, we have rated this fund as 1.5 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 of companies listed on recognized stock exchanges in the US.
The scheme seeks to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on recognized stock exchanges in the US and the remaining in debt and money market securities in India.
Exit load of 1% if redeemed within 1 months.
