Jul 09, 2025
Category
Equity
AUM (Cr.)
10,138.03
Exit Load (%)
0.00
Min Inv Lumpsum
100
Expense Ratio
1.73
Sharpe Ratio
4.18
Beta Ratio
0.00
Fund Manager
Rohit Tandon
Inception Date
Dec 29, 1998
Risk Level
Very High
Investment Objective
To generate capital appreciation from a portfolio of predominantly equity and equity related securities. The portfolio will generally comprise of equity and equity related instruments of around 50 companies which may go up to 59 companies but will not exceed 59. Review and rebalancing will be conducted if the investment in companies exceed above 59. To reduce risk of portfolio, the scheme may also use various derivative and hedging products from time to time, in the manner permitted by SEBI.