
EquityEquity - OtherVery High Risk
Regular
NAV (18-Dec-25)
Returns (Since Inception)
Fund Size
₹1,979 Cr
Expense Ratio
2.05%
ISIN
INF846KA1135
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
24 Jul 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
-0.80%
— (Cat Avg.)
| Equity | ₹1,917.39 Cr | 96.89% |
| Others | ₹61.48 Cr | 3.11% |
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| HDFC Bank Ltd | Equity | ₹172.4 Cr | 8.71% |
| ICICI Bank Ltd | Equity | ₹162.3 Cr | 8.20% |
| Bharti Airtel Ltd | Equity | ₹152.66 Cr | 7.71% |
| Eternal Ltd | Equity | ₹129.74 Cr | 6.56% |
| Bajaj Finance Ltd | Equity | ₹97.91 Cr | 4.95% |
| InterGlobe Aviation Ltd | Equity | ₹86.04 Cr | 4.35% |
| BSE Ltd | Equity | ₹78.95 Cr | 3.99% |
| Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹76.23 Cr | 3.85% |
| Fortis Healthcare Ltd | Equity | ₹74.01 Cr | 3.74% |
| PB Fintech Ltd | Equity | ₹72.9 Cr | 3.68% |
| Infosys Ltd | Equity | ₹70.03 Cr | 3.54% |
| Apollo Hospitals Enterprise Ltd | Equity | ₹64.36 Cr | 3.25% |
| Indian Hotels Co Ltd | Equity | ₹63.25 Cr | 3.20% |
| Cholamandalam Investment and Finance Co Ltd | Equity | ₹55.17 Cr | 2.79% |
| Krishna Institute of Medical Sciences Ltd | Equity | ₹51.75 Cr | 2.61% |
| L&T Finance Ltd | Equity | ₹51.29 Cr | 2.59% |
| HDFC Asset Management Co Ltd | Equity | ₹46.46 Cr | 2.35% |
| Go Digit General Insurance Ltd | Equity | ₹44.83 Cr | 2.27% |
| Swiggy Ltd | Equity | ₹39.08 Cr | 1.97% |
| The Federal Bank Ltd | Equity | ₹38.77 Cr | 1.96% |
| Info Edge (India) Ltd | Equity | ₹37.66 Cr | 1.90% |
| ICICI Lombard General Insurance Co Ltd | Equity | ₹33.14 Cr | 1.67% |
| Inventurus Knowledge Solutions Ltd | Equity | ₹32.54 Cr | 1.64% |
| Chalet Hotels Ltd | Equity | ₹32.37 Cr | 1.64% |
| Max Healthcare Institute Ltd Ordinary Shares | Equity | ₹30.75 Cr | 1.55% |
| Avenue Supermarts Ltd | Equity | ₹24.29 Cr | 1.23% |
| FSN E-Commerce Ventures Ltd | Equity | ₹24.27 Cr | 1.23% |
| TBO Tek Ltd | Equity | ₹21.35 Cr | 1.08% |
| Central Depository Services (India) Ltd | Equity | ₹21.27 Cr | 1.07% |
| One97 Communications Ltd | Equity | ₹21.22 Cr | 1.07% |
| Rainbow Childrens Medicare Ltd | Equity | ₹19.28 Cr | 0.97% |
| Firstsource Solutions Ltd | Equity | ₹16.43 Cr | 0.83% |
| Net Receivables / (Payables) | Cash - Collateral | ₹-14.75 Cr | 0.75% |
| Vishal Mega Mart Ltd | Equity | ₹12.89 Cr | 0.65% |
| Global Health Ltd | Equity | ₹11.97 Cr | 0.60% |
| Capillary Technologies India Ltd | Equity | ₹11.16 Cr | 0.56% |
| Niva Bupa Health Insurance Co Ltd | Equity | ₹9.04 Cr | 0.46% |
| HealthCare Global Enterprises Ltd | Equity | ₹5.89 Cr | 0.30% |
Large Cap Stocks
57.94%
Mid Cap Stocks
25.52%
Small Cap Stocks
12.87%
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹884.41 Cr | 44.69% |
| Consumer Cyclical | ₹322.94 Cr | 16.32% |
| Healthcare | ₹290.54 Cr | 14.68% |
| Communication Services | ₹190.32 Cr | 9.62% |
| Technology | ₹118.85 Cr | 6.01% |
| Industrials | ₹86.04 Cr | 4.35% |
| Consumer Defensive | ₹24.29 Cr | 1.23% |
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 July 2025

Since July 2025
ISIN INF846KA1135 | Expense Ratio 2.05% | Exit Load 1.00% | Fund Size ₹1,979 Cr | Age 4 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty Services Sector 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
₹3,61,982 Cr
Address
Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025
Your principal amount will be at Very High Risk


EquityEquity - OtherVery High Risk
Regular
NAV (18-Dec-25)
Returns (Since Inception)
Fund Size
₹1,979 Cr
Expense Ratio
2.05%
ISIN
INF846KA1135
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
24 Jul 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
-0.80%
— (Cat Avg.)
| Equity | ₹1,917.39 Cr | 96.89% |
| Others | ₹61.48 Cr | 3.11% |
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| HDFC Bank Ltd | Equity | ₹172.4 Cr | 8.71% |
| ICICI Bank Ltd | Equity | ₹162.3 Cr | 8.20% |
| Bharti Airtel Ltd | Equity | ₹152.66 Cr | 7.71% |
| Eternal Ltd | Equity | ₹129.74 Cr | 6.56% |
| Bajaj Finance Ltd | Equity | ₹97.91 Cr | 4.95% |
| InterGlobe Aviation Ltd | Equity | ₹86.04 Cr | 4.35% |
| BSE Ltd | Equity | ₹78.95 Cr | 3.99% |
| Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹76.23 Cr | 3.85% |
| Fortis Healthcare Ltd | Equity | ₹74.01 Cr | 3.74% |
| PB Fintech Ltd | Equity | ₹72.9 Cr | 3.68% |
| Infosys Ltd | Equity | ₹70.03 Cr | 3.54% |
| Apollo Hospitals Enterprise Ltd | Equity | ₹64.36 Cr | 3.25% |
| Indian Hotels Co Ltd | Equity | ₹63.25 Cr | 3.20% |
| Cholamandalam Investment and Finance Co Ltd | Equity | ₹55.17 Cr | 2.79% |
| Krishna Institute of Medical Sciences Ltd | Equity | ₹51.75 Cr | 2.61% |
| L&T Finance Ltd | Equity | ₹51.29 Cr | 2.59% |
| HDFC Asset Management Co Ltd | Equity | ₹46.46 Cr | 2.35% |
| Go Digit General Insurance Ltd | Equity | ₹44.83 Cr | 2.27% |
| Swiggy Ltd | Equity | ₹39.08 Cr | 1.97% |
| The Federal Bank Ltd | Equity | ₹38.77 Cr | 1.96% |
| Info Edge (India) Ltd | Equity | ₹37.66 Cr | 1.90% |
| ICICI Lombard General Insurance Co Ltd | Equity | ₹33.14 Cr | 1.67% |
| Inventurus Knowledge Solutions Ltd | Equity | ₹32.54 Cr | 1.64% |
| Chalet Hotels Ltd | Equity | ₹32.37 Cr | 1.64% |
| Max Healthcare Institute Ltd Ordinary Shares | Equity | ₹30.75 Cr | 1.55% |
| Avenue Supermarts Ltd | Equity | ₹24.29 Cr | 1.23% |
| FSN E-Commerce Ventures Ltd | Equity | ₹24.27 Cr | 1.23% |
| TBO Tek Ltd | Equity | ₹21.35 Cr | 1.08% |
| Central Depository Services (India) Ltd | Equity | ₹21.27 Cr | 1.07% |
| One97 Communications Ltd | Equity | ₹21.22 Cr | 1.07% |
| Rainbow Childrens Medicare Ltd | Equity | ₹19.28 Cr | 0.97% |
| Firstsource Solutions Ltd | Equity | ₹16.43 Cr | 0.83% |
| Net Receivables / (Payables) | Cash - Collateral | ₹-14.75 Cr | 0.75% |
| Vishal Mega Mart Ltd | Equity | ₹12.89 Cr | 0.65% |
| Global Health Ltd | Equity | ₹11.97 Cr | 0.60% |
| Capillary Technologies India Ltd | Equity | ₹11.16 Cr | 0.56% |
| Niva Bupa Health Insurance Co Ltd | Equity | ₹9.04 Cr | 0.46% |
| HealthCare Global Enterprises Ltd | Equity | ₹5.89 Cr | 0.30% |
Large Cap Stocks
57.94%
Mid Cap Stocks
25.52%
Small Cap Stocks
12.87%
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹884.41 Cr | 44.69% |
| Consumer Cyclical | ₹322.94 Cr | 16.32% |
| Healthcare | ₹290.54 Cr | 14.68% |
| Communication Services | ₹190.32 Cr | 9.62% |
| Technology | ₹118.85 Cr | 6.01% |
| Industrials | ₹86.04 Cr | 4.35% |
| Consumer Defensive | ₹24.29 Cr | 1.23% |
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 July 2025

Since July 2025
ISIN INF846KA1135 | Expense Ratio 2.05% | Exit Load 1.00% | Fund Size ₹1,979 Cr | Age 4 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty Services Sector 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
₹3,61,982 Cr
Address
Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025
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