Jun 13, 2025
Category
Equity
AUM (Cr.)
445.30
Exit Load (%)
1.00
Min Inv Lumpsum
1,000
Expense Ratio
0.00
Sharpe Ratio
-8.86
Beta Ratio
0.00
Fund Manager
Sanjay Bembalkar
Inception Date
Dec 19, 2024
Risk Level
Very High
Investment Objective
The investment objective of the Scheme is to seek to generate long-term capital appreciation by investing in stocks showing strong momentum. Momentum stocks are such that exhibit relatively superior price momentum - based on the phenomenon that stocks which have performed well in the past relative to other stocks (winners) continue to perform well in the future, and stocks that have performed relatively poorly (losers) continue to perform poorly. The portfolio of stocks will be selected, weighted and rebalanced using proprietary screens. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns