The fund is rated 2 stars. Factors such as investment selection within each asset type and balance between returns and downside risk provided some support. Investment selection within each industry was the main limitation and did not provide enough support for a higher rating. Higher annual fee of 2.54% was a minor drawback.
This fund has a ok 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 328.352 AUM and a 2.54 expense ratio. Considering all these factors, we have rated this fund as 2.0 star.
எங்கள் score நீண்டகால performance, risk மற்றும் consistency-ஐ மதிப்பிடுகிறது — past returns மட்டும் அல்ல.
Returns
19 Oct 2026 நிலவரப்படி
Risk ratios
30 Sep 2026 நிலவரப்படி
Fund விவரங்கள்
Long term capital growth. Investments predominantly in equity and equity related securities in the international markets.
The plan would exclusively invest in international stocks. The aim of the plan is to create a portfolio that is diversified geographically, to take benefit of low correlation between various countries, and to create a portfolio of high quality - high grow.
Exit load of 1%, if redeemed within 30 days.
