The fund is rated 5 stars. The strongest areas were investment selection within each asset type, investment selection within each industry, and balance between returns and downside risk. Above-average fund size of Rs 9,097.96 crore was a minor drawback.
This fund has a good 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 9097.96 AUM and a 1.99 expense ratio. Considering all these factors, we have rated this fund as 5.0 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 equity and equity related securities.
The scheme seeks capital appreciation and/or to generate consistent returns by actively investing in equity/ equity related securities predominantly into value stocks.
For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months.
