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Holdings (45)

NameSectorInstrumentAssets
Multi Commodity Exchange Of India Ltd.ServicesEquity4.5%
One97 Communications Ltd.ServicesEquity4.3%
Linde India Ltd.ChemicalsEquity3.73%
PB Fintech Ltd.ServicesEquity3.66%
Bharti Airtel Ltd.CommunicationEquity3.61%
Eternal Ltd.ServicesEquity3.6%
Hitachi Energy India Ltd.Capital GoodsEquity3.42%
Navin Fluorine International Ltd.ChemicalsEquity3.32%
TVS Motor Company Ltd.AutomobileEquity3.12%
Computer Age Management Services Ltd.ServicesEquity2.77%

Returns and rankings

1Y3Y5YAll
Fund Returns6.49%NA%NA%NA%
Category Average-1.48%NA%NA%NA%
Rank Within Category2.00%NA%NA%NA%

Expense ratio, exit load and tax


Expense ratio: 1.01%

Inclusive of GST


Exit load

Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.


Stamp duty

0.005% (from July 1st, 2020)


Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.


Fund management

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