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Holdings (81)

NameSectorInstrumentAssets
Welspun Corp LtdMaterialsEquity3.02398501%
Kirloskar Oil Engines LtdIndustrialsEquity2.93217533%
Cholamandalam Financial Holdings LtdFinancialEquity2.56652636%
Karur Vysya Bank LtdFinancialEquity2.52852513%
Krishna Institute Of Medical Sciences LtdHealthcareEquity2.24319694%
Voltamp Transformers LtdIndustrialsEquity2.21745852%
Dr. Lal Pathlabs LtdHealthcareEquity2.18540058%
Anthem Biosciences Ltd.HealthcareEquity2.13737113%
Timken India LtdIndustrialsEquity2.10919805%
Neuland Laboratories LtdHealthcareEquity2.08742627%

Returns and rankings

1Y3Y5YAll
Fund Returns7.84%NA%NA%NA%
Category Average-6.29%19.70%22.63%NA%
Rank Within Category15.00%NA%NA%NA%

Expense ratio, exit load and tax


Expense ratio: 0.7%

Inclusive of GST


Exit load

Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 365 days.


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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