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Holdings (23)

NameSectorInstrumentAssets
Ultratech Cement Ltd.ConstructionEquity6.66992735%
Mahindra & Mahindra Ltd.AutomobileEquity5.42765399%
TVS Motor Company Ltd.AutomobileEquity3.45613109%
Ambuja Cements Ltd.ConstructionEquity3.35807344%
Bajaj Auto Ltd.AutomobileEquity3.02388158%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity2.92373331%
Coromandel International Ltd.ChemicalsEquity2.61609007%
JSW Energy Ltd.Capital GoodsEquity2.36728141%
JSW Infrastructure Ltd.ServicesEquity2.33937864%
Torrent Pharmaceuticals Ltd.HealthcareEquity2.15204162%

Returns and rankings

1Y3Y5YAll
Fund ReturnsNA%NA%NA%NA%
Category Average0.41%15.41%19.65%NA%
Rank Within CategoryNA%NA%NA%NA%

Expense ratio, exit load and tax


Expense ratio: 1.1%

Inclusive of GST


Exit load

Exit load of 1%, if redeemed within 12 months.


Stamp duty

0.005% (from July 1st, 2020)


Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.


Fund management

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