
EquityIndex FundsVery High Risk
Regular
NAV (27-Oct-25)
Returns (Since Inception)
Fund Size
₹82 Cr
Expense Ratio
1.06%
ISIN
INF846KA1192
Minimum SIP
₹100
Exit Load
No Charges
Inception Date
10 Sep 2025
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
Since Inception
+0.78%
— (Cat Avg.)
| Equity | ₹81.79 Cr | 99.85% |
| Others | ₹0.13 Cr | 0.15% |
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| Bharat Electronics Ltd | Equity | ₹3.91 Cr | 4.78% |
| Coal India Ltd | Equity | ₹3.9 Cr | 4.77% |
| Britannia Industries Ltd | Equity | ₹3.72 Cr | 4.54% |
| Bajaj Auto Ltd | Equity | ₹3.23 Cr | 3.94% |
| Adani Power Ltd | Equity | ₹3.23 Cr | 3.94% |
| Colgate-Palmolive (India) Ltd | Equity | ₹2.99 Cr | 3.65% |
| Bharat Petroleum Corp Ltd | Equity | ₹2.64 Cr | 3.23% |
| HDFC Asset Management Co Ltd | Equity | ₹2.63 Cr | 3.21% |
| CG Power & Industrial Solutions Ltd | Equity | ₹2.57 Cr | 3.14% |
| Suzlon Energy Ltd | Equity | ₹2.42 Cr | 2.95% |
| Marico Ltd | Equity | ₹2.23 Cr | 2.73% |
| Coforge Ltd | Equity | ₹1.98 Cr | 2.42% |
| LTIMindtree Ltd | Equity | ₹1.97 Cr | 2.41% |
| Persistent Systems Ltd | Equity | ₹1.94 Cr | 2.37% |
| Page Industries Ltd | Equity | ₹1.76 Cr | 2.15% |
| Indian Railway Catering And Tourism Corp Ltd | Equity | ₹1.76 Cr | 2.15% |
| Anand Rathi Wealth Ltd | Equity | ₹1.73 Cr | 2.11% |
| Computer Age Management Services Ltd Ordinary Shares | Equity | ₹1.71 Cr | 2.08% |
| NMDC Ltd | Equity | ₹1.67 Cr | 2.04% |
| ABB India Ltd | Equity | ₹1.65 Cr | 2.01% |
| Solar Industries India Ltd | Equity | ₹1.64 Cr | 2.00% |
| Central Depository Services (India) Ltd | Equity | ₹1.58 Cr | 1.93% |
| Oracle Financial Services Software Ltd | Equity | ₹1.43 Cr | 1.75% |
| Tata Elxsi Ltd | Equity | ₹1.4 Cr | 1.71% |
| Nippon Life India Asset Management Ltd Ordinary Shares | Equity | ₹1.37 Cr | 1.67% |
| Mazagon Dock Shipbuilders Ltd | Equity | ₹1.37 Cr | 1.67% |
| Schneider Electric Infrastructure Ltd | Equity | ₹1.35 Cr | 1.65% |
| Motilal Oswal Financial Services Ltd | Equity | ₹1.35 Cr | 1.65% |
| KPIT Technologies Ltd | Equity | ₹1.31 Cr | 1.60% |
| 360 One Wam Ltd Ordinary Shares | Equity | ₹1.29 Cr | 1.57% |
| Castrol India Ltd | Equity | ₹1.22 Cr | 1.49% |
| GlaxoSmithKline Pharmaceuticals Ltd | Equity | ₹1.22 Cr | 1.48% |
| Apar Industries Ltd | Equity | ₹1.18 Cr | 1.44% |
| Indian Energy Exchange Ltd | Equity | ₹1.13 Cr | 1.37% |
| Emami Ltd | Equity | ₹1.1 Cr | 1.35% |
| Gillette India Ltd | Equity | ₹1.09 Cr | 1.33% |
| L&T Technology Services Ltd | Equity | ₹1.03 Cr | 1.25% |
| eClerx Services Ltd | Equity | ₹0.97 Cr | 1.18% |
| Angel One Ltd Ordinary Shares | Equity | ₹0.96 Cr | 1.17% |
| CRISIL Ltd | Equity | ₹0.93 Cr | 1.14% |
| Narayana Hrudayalaya Ltd | Equity | ₹0.92 Cr | 1.12% |
| Mahanagar Gas Ltd | Equity | ₹0.85 Cr | 1.04% |
| Triveni Turbine Ltd | Equity | ₹0.79 Cr | 0.97% |
| Zen Technologies Ltd | Equity | ₹0.76 Cr | 0.93% |
| Tanla Platforms Ltd Ordinary Shares | Equity | ₹0.75 Cr | 0.91% |
| Sonata Software Ltd | Equity | ₹0.7 Cr | 0.86% |
| Action Construction Equipment Ltd | Equity | ₹0.68 Cr | 0.83% |
| Chennai Petroleum Corp Ltd | Equity | ₹0.68 Cr | 0.83% |
| BLS International Services Ltd | Equity | ₹0.62 Cr | 0.76% |
| Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹0.59 Cr | 0.72% |
| Praj Industries Ltd | Equity | ₹0.49 Cr | 0.60% |
| Net Receivables / (Payables) | Cash - Collateral | ₹-0.46 Cr | 0.57% |
Large Cap Stocks
36.41%
Mid Cap Stocks
38.60%
Small Cap Stocks
24.84%
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Industrials | ₹19.55 Cr | 23.87% |
| Technology | ₹15.19 Cr | 18.54% |
| Financial Services | ₹12.96 Cr | 15.82% |
| Consumer Defensive | ₹11.13 Cr | 13.59% |
| Energy | ₹8.45 Cr | 10.31% |
| Consumer Cyclical | ₹4.99 Cr | 6.09% |
| Utilities | ₹4.08 Cr | 4.98% |
| Basic Materials | ₹3.31 Cr | 4.04% |
| Healthcare | ₹2.14 Cr | 2.61% |
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Since September 2025
Since September 2025
ISIN INF846KA1192 | Expense Ratio 1.06% | Exit Load No Charges | Fund Size ₹82 Cr | Age 1 month | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty500 Quality 50 TRI TR INR |
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Total AUM
₹3,47,384 Cr
Address
Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025
Your principal amount will be at Very High Risk


EquityIndex FundsVery High Risk
Regular
NAV (27-Oct-25)
Returns (Since Inception)
Fund Size
₹82 Cr
Expense Ratio
1.06%
ISIN
INF846KA1192
Minimum SIP
₹100
Exit Load
No Charges
Inception Date
10 Sep 2025
Your principal amount will be at Very High Risk

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
Since Inception
+0.78%
— (Cat Avg.)
| Equity | ₹81.79 Cr | 99.85% |
| Others | ₹0.13 Cr | 0.15% |
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| Bharat Electronics Ltd | Equity | ₹3.91 Cr | 4.78% |
| Coal India Ltd | Equity | ₹3.9 Cr | 4.77% |
| Britannia Industries Ltd | Equity | ₹3.72 Cr | 4.54% |
| Bajaj Auto Ltd | Equity | ₹3.23 Cr | 3.94% |
| Adani Power Ltd | Equity | ₹3.23 Cr | 3.94% |
| Colgate-Palmolive (India) Ltd | Equity | ₹2.99 Cr | 3.65% |
| Bharat Petroleum Corp Ltd | Equity | ₹2.64 Cr | 3.23% |
| HDFC Asset Management Co Ltd | Equity | ₹2.63 Cr | 3.21% |
| CG Power & Industrial Solutions Ltd | Equity | ₹2.57 Cr | 3.14% |
| Suzlon Energy Ltd | Equity | ₹2.42 Cr | 2.95% |
| Marico Ltd | Equity | ₹2.23 Cr | 2.73% |
| Coforge Ltd | Equity | ₹1.98 Cr | 2.42% |
| LTIMindtree Ltd | Equity | ₹1.97 Cr | 2.41% |
| Persistent Systems Ltd | Equity | ₹1.94 Cr | 2.37% |
| Page Industries Ltd | Equity | ₹1.76 Cr | 2.15% |
| Indian Railway Catering And Tourism Corp Ltd | Equity | ₹1.76 Cr | 2.15% |
| Anand Rathi Wealth Ltd | Equity | ₹1.73 Cr | 2.11% |
| Computer Age Management Services Ltd Ordinary Shares | Equity | ₹1.71 Cr | 2.08% |
| NMDC Ltd | Equity | ₹1.67 Cr | 2.04% |
| ABB India Ltd | Equity | ₹1.65 Cr | 2.01% |
| Solar Industries India Ltd | Equity | ₹1.64 Cr | 2.00% |
| Central Depository Services (India) Ltd | Equity | ₹1.58 Cr | 1.93% |
| Oracle Financial Services Software Ltd | Equity | ₹1.43 Cr | 1.75% |
| Tata Elxsi Ltd | Equity | ₹1.4 Cr | 1.71% |
| Nippon Life India Asset Management Ltd Ordinary Shares | Equity | ₹1.37 Cr | 1.67% |
| Mazagon Dock Shipbuilders Ltd | Equity | ₹1.37 Cr | 1.67% |
| Schneider Electric Infrastructure Ltd | Equity | ₹1.35 Cr | 1.65% |
| Motilal Oswal Financial Services Ltd | Equity | ₹1.35 Cr | 1.65% |
| KPIT Technologies Ltd | Equity | ₹1.31 Cr | 1.60% |
| 360 One Wam Ltd Ordinary Shares | Equity | ₹1.29 Cr | 1.57% |
| Castrol India Ltd | Equity | ₹1.22 Cr | 1.49% |
| GlaxoSmithKline Pharmaceuticals Ltd | Equity | ₹1.22 Cr | 1.48% |
| Apar Industries Ltd | Equity | ₹1.18 Cr | 1.44% |
| Indian Energy Exchange Ltd | Equity | ₹1.13 Cr | 1.37% |
| Emami Ltd | Equity | ₹1.1 Cr | 1.35% |
| Gillette India Ltd | Equity | ₹1.09 Cr | 1.33% |
| L&T Technology Services Ltd | Equity | ₹1.03 Cr | 1.25% |
| eClerx Services Ltd | Equity | ₹0.97 Cr | 1.18% |
| Angel One Ltd Ordinary Shares | Equity | ₹0.96 Cr | 1.17% |
| CRISIL Ltd | Equity | ₹0.93 Cr | 1.14% |
| Narayana Hrudayalaya Ltd | Equity | ₹0.92 Cr | 1.12% |
| Mahanagar Gas Ltd | Equity | ₹0.85 Cr | 1.04% |
| Triveni Turbine Ltd | Equity | ₹0.79 Cr | 0.97% |
| Zen Technologies Ltd | Equity | ₹0.76 Cr | 0.93% |
| Tanla Platforms Ltd Ordinary Shares | Equity | ₹0.75 Cr | 0.91% |
| Sonata Software Ltd | Equity | ₹0.7 Cr | 0.86% |
| Action Construction Equipment Ltd | Equity | ₹0.68 Cr | 0.83% |
| Chennai Petroleum Corp Ltd | Equity | ₹0.68 Cr | 0.83% |
| BLS International Services Ltd | Equity | ₹0.62 Cr | 0.76% |
| Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹0.59 Cr | 0.72% |
| Praj Industries Ltd | Equity | ₹0.49 Cr | 0.60% |
| Net Receivables / (Payables) | Cash - Collateral | ₹-0.46 Cr | 0.57% |
Large Cap Stocks
36.41%
Mid Cap Stocks
38.60%
Small Cap Stocks
24.84%
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Industrials | ₹19.55 Cr | 23.87% |
| Technology | ₹15.19 Cr | 18.54% |
| Financial Services | ₹12.96 Cr | 15.82% |
| Consumer Defensive | ₹11.13 Cr | 13.59% |
| Energy | ₹8.45 Cr | 10.31% |
| Consumer Cyclical | ₹4.99 Cr | 6.09% |
| Utilities | ₹4.08 Cr | 4.98% |
| Basic Materials | ₹3.31 Cr | 4.04% |
| Healthcare | ₹2.14 Cr | 2.61% |
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Since September 2025
Since September 2025
ISIN INF846KA1192 | Expense Ratio 1.06% | Exit Load No Charges | Fund Size ₹82 Cr | Age 1 month | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty500 Quality 50 TRI TR INR |
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Total AUM
₹3,47,384 Cr
Address
Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025
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