The fund is rated 1 star. Balance between returns and downside risk provided some support. Investment selection within each asset type and investment selection within each industry were the main limitations and did not provide enough support for a higher rating. Higher annual fee of 2.24% was a minor drawback.
This fund has a bad track record with Asset Selection/Timing, a bad track record with Stock Selection/Timing. It is important to note, however, that this fund has a 2764.894 AUM and a 2.24 expense ratio. Considering all these factors, we have rated this fund as 1.0 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 Appreciation.Investment predominantly in equity & equity related securities of large cap companies.
The scheme seeks to provide income medium to long term capital gains while at all times emphasising the importance of capital appreciation.
Exit load of 0.50%, if redeemed within 30 days.
