HybridAggressive AllocationVery High Risk
Direct
NAV (13-Oct-25)
Returns (Since Inception)
Fund Size
₹3,045 Cr
Expense Ratio
0.38%
ISIN
INF754K01CE0
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
01 Jan 2013
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.
1 Year
+3.93%
+1.68% (Cat Avg.)
3 Years
+20.13%
+15.60% (Cat Avg.)
5 Years
+21.76%
+17.76% (Cat Avg.)
10 Years
+14.19%
+12.40% (Cat Avg.)
Since Inception
+14.75%
— (Cat Avg.)
Equity | ₹2,337.95 Cr | 76.79% |
Debt | ₹438.57 Cr | 14.40% |
Others | ₹268 Cr | 8.80% |
All Holdings
Equity
Debt & Others
Name | Type | Amount | Holdings |
---|---|---|---|
National Bank For Agriculture And Rural Development | Bond - Corporate Bond | ₹190.52 Cr | 6.03% |
ICICI Bank Ltd | Equity | ₹185.21 Cr | 5.86% |
Edelweiss Liquid Dir Gr | Mutual Fund - Open End | ₹150.79 Cr | 4.77% |
HDFC Bank Ltd | Equity | ₹149.3 Cr | 4.72% |
Bharti Airtel Ltd | Equity | ₹93.14 Cr | 2.95% |
Net Receivables/(Payables) | Cash - Collateral | ₹90.91 Cr | 2.88% |
Infosys Ltd | Equity | ₹88.83 Cr | 2.81% |
Clearing Corporation Of India Ltd. | Cash - Repurchase Agreement | ₹83.03 Cr | 2.63% |
Aditya Birla Capital Limited | Bond - Corporate Bond | ₹76.07 Cr | 2.41% |
Hdb Financial Services Limited | Bond - Corporate Bond | ₹75.68 Cr | 2.39% |
State Bank of India | Equity | ₹74.48 Cr | 2.36% |
Maruti Suzuki India Ltd | Equity | ₹74.47 Cr | 2.36% |
NTPC Ltd | Equity | ₹66.51 Cr | 2.10% |
Reliance Industries Ltd | Equity | ₹65.34 Cr | 2.07% |
Cash Offset For Derivatives | Cash - General Offset | ₹-57.33 Cr | 1.81% |
Bajaj Finance Ltd | Equity | ₹56 Cr | 1.77% |
Sun Pharmaceuticals Industries Ltd | Equity | ₹54.69 Cr | 1.73% |
Muthoot Finance Ltd | Equity | ₹51.57 Cr | 1.63% |
InterGlobe Aviation Ltd | Equity | ₹49.62 Cr | 1.57% |
ITC Ltd | Equity | ₹48.42 Cr | 1.53% |
Larsen & Toubro Ltd | Equity | ₹45.02 Cr | 1.42% |
Kotak Mahindra Bank Ltd | Equity | ₹42.26 Cr | 1.34% |
Bharat Electronics Ltd | Equity | ₹37.07 Cr | 1.17% |
Mahindra & Mahindra Ltd | Equity | ₹35.94 Cr | 1.14% |
Eternal Ltd | Equity | ₹35.32 Cr | 1.12% |
Avenue Supermarts Ltd.28/10/2025 | Equity - Future | ₹33.45 Cr | 1.06% |
HCL Technologies Ltd | Equity | ₹33.2 Cr | 1.05% |
Premier Energies Ltd | Equity | ₹32.69 Cr | 1.03% |
Solar Industries India Ltd | Equity | ₹31.13 Cr | 0.98% |
GE Vernova T&D India Ltd | Equity | ₹29.31 Cr | 0.93% |
Bajaj Finserv Ltd | Equity | ₹27.75 Cr | 0.88% |
Hindustan Unilever Ltd | Equity | ₹27.6 Cr | 0.87% |
Apollo Hospitals Enterprise Ltd | Equity | ₹27.05 Cr | 0.86% |
HDFC Life Insurance Co Ltd | Equity | ₹26.01 Cr | 0.82% |
Biocon Ltd | Equity | ₹25.83 Cr | 0.82% |
Tata Consultancy Services Ltd | Equity | ₹25.8 Cr | 0.82% |
Aditya Birla Housing Finance Limited | Bond - Corporate Bond | ₹25.45 Cr | 0.80% |
Shree Cement Ltd | Equity | ₹25.27 Cr | 0.80% |
Small Industries Development Bank Of India | Bond - Corporate Bond | ₹25.09 Cr | 0.79% |
UltraTech Cement Ltd | Equity | ₹24.61 Cr | 0.78% |
Hindalco Industries Ltd | Equity | ₹24.4 Cr | 0.77% |
Hitachi Energy India Ltd Ordinary Shares | Equity | ₹23.71 Cr | 0.75% |
Medi Assist Healthcare Services Ltd | Equity | ₹22.94 Cr | 0.73% |
Home First Finance Co India Ltd --- | Equity | ₹22.53 Cr | 0.71% |
Divi's Laboratories Ltd | Equity | ₹21.96 Cr | 0.69% |
Fortis Healthcare Ltd | Equity | ₹21.88 Cr | 0.69% |
Indian Bank | Equity | ₹21.62 Cr | 0.68% |
7.1% Govt Stock 2029 | Bond - Gov't/Treasury | ₹20.67 Cr | 0.65% |
Axis Bank Ltd | Equity | ₹20.1 Cr | 0.64% |
Navin Fluorine International Ltd | Equity | ₹19.75 Cr | 0.62% |
Edelweiss CRISIL IBX AAABdNBFCHFC627DrGr | Mutual Fund - Open End | ₹19.68 Cr | 0.62% |
TVS Motor Co Ltd | Equity | ₹18.7 Cr | 0.59% |
Bharti Hexacom Ltd | Equity | ₹18.4 Cr | 0.58% |
Cholamandalam Investment and Finance Co Ltd | Equity | ₹17.95 Cr | 0.57% |
MRF Ltd | Equity | ₹17.79 Cr | 0.56% |
KFin Technologies Ltd | Equity | ₹17.63 Cr | 0.56% |
Gabriel India Ltd | Equity | ₹17.48 Cr | 0.55% |
Granules India Ltd | Equity | ₹17.32 Cr | 0.55% |
UNO Minda Ltd | Equity | ₹17.05 Cr | 0.54% |
Cohance Lifesciences Ltd | Equity | ₹16.98 Cr | 0.54% |
Accrued Interest | Cash - Collateral | ₹16.9 Cr | 0.53% |
Oil & Natural Gas Corp Ltd | Equity | ₹16.54 Cr | 0.52% |
Aptus Value Housing Finance India Ltd | Equity | ₹16.38 Cr | 0.52% |
Vikram Solar Ltd | Equity | ₹16.18 Cr | 0.51% |
EdelweissCRISILIBXAAAFnclSvcsJn28DrGr | Mutual Fund - Open End | ₹16.16 Cr | 0.51% |
Marico Ltd | Equity | ₹16.12 Cr | 0.51% |
Union Bank of India | Equity | ₹15.93 Cr | 0.50% |
Avenue Supermarts Ltd | Equity | ₹15.41 Cr | 0.49% |
Glenmark Pharmaceuticals Ltd | Equity | ₹15.24 Cr | 0.48% |
Sai Life Sciences Ltd | Equity | ₹15.23 Cr | 0.48% |
Torrent Pharmaceuticals Ltd | Equity | ₹14.94 Cr | 0.47% |
JK Cement Ltd | Equity | ₹14.31 Cr | 0.45% |
ZF Commercial Vehicle Control Systems India Ltd | Equity | ₹14.19 Cr | 0.45% |
Trent Ltd | Equity | ₹13.94 Cr | 0.44% |
Dr. Reddy's Laboratories Ltd.28/10/2025 | Equity - Future | ₹13.22 Cr | 0.42% |
Coromandel International Ltd | Equity | ₹12.98 Cr | 0.41% |
Minda Corp Ltd | Equity | ₹12.81 Cr | 0.41% |
Bharti Airtel Ltd (Partly Paid Rs.1.25) | Equity | ₹12.67 Cr | 0.40% |
GAIL (India) Ltd | Equity | ₹12.34 Cr | 0.39% |
Britannia Industries Ltd | Equity | ₹11.67 Cr | 0.37% |
Tata Steel Ltd | Equity | ₹11.35 Cr | 0.36% |
Mankind Pharma Ltd | Equity | ₹11.02 Cr | 0.35% |
CCL Products (India) Ltd | Equity | ₹10.87 Cr | 0.34% |
Kfin Technologies Ltd.28/10/2025 | Equity - Future | ₹10.65 Cr | 0.34% |
Craftsman Automation Ltd | Equity | ₹10.65 Cr | 0.34% |
Urban Co Ltd | Equity | ₹10.53 Cr | 0.33% |
Cipla Ltd | Equity | ₹10.49 Cr | 0.33% |
Cholamandalam Financial Holdings Ltd | Equity | ₹10.46 Cr | 0.33% |
Coforge Ltd | Equity | ₹10.34 Cr | 0.33% |
JSW Cement Ltd | Equity | ₹9.92 Cr | 0.31% |
Indiqube Spaces Ltd | Equity | ₹9.62 Cr | 0.30% |
SJVN Ltd | Equity | ₹9.51 Cr | 0.30% |
Sri Lotus Developers And Realty Ltd | Equity | ₹9.45 Cr | 0.30% |
GNG Electronics Ltd | Equity | ₹8.59 Cr | 0.27% |
Abbott India Ltd | Equity | ₹7.65 Cr | 0.24% |
Bansal Wire Industries Ltd | Equity | ₹7.07 Cr | 0.22% |
Jyoti CNC Automation Ltd | Equity | ₹5.95 Cr | 0.19% |
All Time Plastics Ltd | Equity | ₹4.76 Cr | 0.15% |
Brigade Hotel Ventures Ltd | Equity | ₹4.56 Cr | 0.14% |
Oswal Pumps Ltd | Equity | ₹4.32 Cr | 0.14% |
Edelweiss Nifty 50 Index Dir Gr | Mutual Fund - Open End | ₹2.36 Cr | 0.07% |
Jain Resource Recycling Ltd | Equity | ₹2.21 Cr | 0.07% |
Seshaasai Technologies Ltd | Equity | ₹1.81 Cr | 0.06% |
Dr Reddy's Laboratories Ltd | Equity | ₹1.35 Cr | 0.04% |
Brookfield India Real Estate Trust | Equity - REIT | ₹0.36 Cr | 0.01% |
Atlanta Electricals Ltd | Equity | ₹0.32 Cr | 0.01% |
Tvs Motor Company Limited | Preferred Stock | ₹0.22 Cr | 0.01% |
Large Cap Stocks
51.57%
Mid Cap Stocks
12.59%
Small Cap Stocks
7.27%
AAA
Equity Sector
Debt & Others
Sector | Amount | Holdings |
---|---|---|
Financial Services | ₹737.55 Cr | 23.33% |
Healthcare | ₹284.59 Cr | 9.00% |
Consumer Cyclical | ₹272.91 Cr | 8.63% |
Technology | ₹245.61 Cr | 7.77% |
Industrials | ₹204.77 Cr | 6.48% |
Basic Materials | ₹183 Cr | 5.79% |
Consumer Defensive | ₹134.86 Cr | 4.27% |
Communication Services | ₹124.21 Cr | 3.93% |
Utilities | ₹88.35 Cr | 2.79% |
Energy | ₹81.88 Cr | 2.59% |
Real Estate | ₹9.62 Cr | 0.30% |
Standard Deviation
This fund
9.76%
Cat. avg.
10.02%
Lower the better
Sharpe Ratio
This fund
1.21
Cat. avg.
0.81
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.33
Higher the better
Since October 2015
Since October 2021
Since July 2024
Since August 2024
ISIN INF754K01CE0 | Expense Ratio 0.38% | Exit Load 1.00% | Fund Size ₹3,045 Cr | Age 12 years 9 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark CRISIL Hybrid 35+65 - Agg 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
₹1,91,259 Cr
Address
J.P.Morgan Tower, Mumbai, 400 098
Your principal amount will be at Very High Risk
HybridAggressive AllocationVery High Risk
Direct
NAV (13-Oct-25)
Returns (Since Inception)
Fund Size
₹3,045 Cr
Expense Ratio
0.38%
ISIN
INF754K01CE0
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
01 Jan 2013
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.
1 Year
+3.93%
+1.68% (Cat Avg.)
3 Years
+20.13%
+15.60% (Cat Avg.)
5 Years
+21.76%
+17.76% (Cat Avg.)
10 Years
+14.19%
+12.40% (Cat Avg.)
Since Inception
+14.75%
— (Cat Avg.)
Equity | ₹2,337.95 Cr | 76.79% |
Debt | ₹438.57 Cr | 14.40% |
Others | ₹268 Cr | 8.80% |
All Holdings
Equity
Debt & Others
Name | Type | Amount | Holdings |
---|---|---|---|
National Bank For Agriculture And Rural Development | Bond - Corporate Bond | ₹190.52 Cr | 6.03% |
ICICI Bank Ltd | Equity | ₹185.21 Cr | 5.86% |
Edelweiss Liquid Dir Gr | Mutual Fund - Open End | ₹150.79 Cr | 4.77% |
HDFC Bank Ltd | Equity | ₹149.3 Cr | 4.72% |
Bharti Airtel Ltd | Equity | ₹93.14 Cr | 2.95% |
Net Receivables/(Payables) | Cash - Collateral | ₹90.91 Cr | 2.88% |
Infosys Ltd | Equity | ₹88.83 Cr | 2.81% |
Clearing Corporation Of India Ltd. | Cash - Repurchase Agreement | ₹83.03 Cr | 2.63% |
Aditya Birla Capital Limited | Bond - Corporate Bond | ₹76.07 Cr | 2.41% |
Hdb Financial Services Limited | Bond - Corporate Bond | ₹75.68 Cr | 2.39% |
State Bank of India | Equity | ₹74.48 Cr | 2.36% |
Maruti Suzuki India Ltd | Equity | ₹74.47 Cr | 2.36% |
NTPC Ltd | Equity | ₹66.51 Cr | 2.10% |
Reliance Industries Ltd | Equity | ₹65.34 Cr | 2.07% |
Cash Offset For Derivatives | Cash - General Offset | ₹-57.33 Cr | 1.81% |
Bajaj Finance Ltd | Equity | ₹56 Cr | 1.77% |
Sun Pharmaceuticals Industries Ltd | Equity | ₹54.69 Cr | 1.73% |
Muthoot Finance Ltd | Equity | ₹51.57 Cr | 1.63% |
InterGlobe Aviation Ltd | Equity | ₹49.62 Cr | 1.57% |
ITC Ltd | Equity | ₹48.42 Cr | 1.53% |
Larsen & Toubro Ltd | Equity | ₹45.02 Cr | 1.42% |
Kotak Mahindra Bank Ltd | Equity | ₹42.26 Cr | 1.34% |
Bharat Electronics Ltd | Equity | ₹37.07 Cr | 1.17% |
Mahindra & Mahindra Ltd | Equity | ₹35.94 Cr | 1.14% |
Eternal Ltd | Equity | ₹35.32 Cr | 1.12% |
Avenue Supermarts Ltd.28/10/2025 | Equity - Future | ₹33.45 Cr | 1.06% |
HCL Technologies Ltd | Equity | ₹33.2 Cr | 1.05% |
Premier Energies Ltd | Equity | ₹32.69 Cr | 1.03% |
Solar Industries India Ltd | Equity | ₹31.13 Cr | 0.98% |
GE Vernova T&D India Ltd | Equity | ₹29.31 Cr | 0.93% |
Bajaj Finserv Ltd | Equity | ₹27.75 Cr | 0.88% |
Hindustan Unilever Ltd | Equity | ₹27.6 Cr | 0.87% |
Apollo Hospitals Enterprise Ltd | Equity | ₹27.05 Cr | 0.86% |
HDFC Life Insurance Co Ltd | Equity | ₹26.01 Cr | 0.82% |
Biocon Ltd | Equity | ₹25.83 Cr | 0.82% |
Tata Consultancy Services Ltd | Equity | ₹25.8 Cr | 0.82% |
Aditya Birla Housing Finance Limited | Bond - Corporate Bond | ₹25.45 Cr | 0.80% |
Shree Cement Ltd | Equity | ₹25.27 Cr | 0.80% |
Small Industries Development Bank Of India | Bond - Corporate Bond | ₹25.09 Cr | 0.79% |
UltraTech Cement Ltd | Equity | ₹24.61 Cr | 0.78% |
Hindalco Industries Ltd | Equity | ₹24.4 Cr | 0.77% |
Hitachi Energy India Ltd Ordinary Shares | Equity | ₹23.71 Cr | 0.75% |
Medi Assist Healthcare Services Ltd | Equity | ₹22.94 Cr | 0.73% |
Home First Finance Co India Ltd --- | Equity | ₹22.53 Cr | 0.71% |
Divi's Laboratories Ltd | Equity | ₹21.96 Cr | 0.69% |
Fortis Healthcare Ltd | Equity | ₹21.88 Cr | 0.69% |
Indian Bank | Equity | ₹21.62 Cr | 0.68% |
7.1% Govt Stock 2029 | Bond - Gov't/Treasury | ₹20.67 Cr | 0.65% |
Axis Bank Ltd | Equity | ₹20.1 Cr | 0.64% |
Navin Fluorine International Ltd | Equity | ₹19.75 Cr | 0.62% |
Edelweiss CRISIL IBX AAABdNBFCHFC627DrGr | Mutual Fund - Open End | ₹19.68 Cr | 0.62% |
TVS Motor Co Ltd | Equity | ₹18.7 Cr | 0.59% |
Bharti Hexacom Ltd | Equity | ₹18.4 Cr | 0.58% |
Cholamandalam Investment and Finance Co Ltd | Equity | ₹17.95 Cr | 0.57% |
MRF Ltd | Equity | ₹17.79 Cr | 0.56% |
KFin Technologies Ltd | Equity | ₹17.63 Cr | 0.56% |
Gabriel India Ltd | Equity | ₹17.48 Cr | 0.55% |
Granules India Ltd | Equity | ₹17.32 Cr | 0.55% |
UNO Minda Ltd | Equity | ₹17.05 Cr | 0.54% |
Cohance Lifesciences Ltd | Equity | ₹16.98 Cr | 0.54% |
Accrued Interest | Cash - Collateral | ₹16.9 Cr | 0.53% |
Oil & Natural Gas Corp Ltd | Equity | ₹16.54 Cr | 0.52% |
Aptus Value Housing Finance India Ltd | Equity | ₹16.38 Cr | 0.52% |
Vikram Solar Ltd | Equity | ₹16.18 Cr | 0.51% |
EdelweissCRISILIBXAAAFnclSvcsJn28DrGr | Mutual Fund - Open End | ₹16.16 Cr | 0.51% |
Marico Ltd | Equity | ₹16.12 Cr | 0.51% |
Union Bank of India | Equity | ₹15.93 Cr | 0.50% |
Avenue Supermarts Ltd | Equity | ₹15.41 Cr | 0.49% |
Glenmark Pharmaceuticals Ltd | Equity | ₹15.24 Cr | 0.48% |
Sai Life Sciences Ltd | Equity | ₹15.23 Cr | 0.48% |
Torrent Pharmaceuticals Ltd | Equity | ₹14.94 Cr | 0.47% |
JK Cement Ltd | Equity | ₹14.31 Cr | 0.45% |
ZF Commercial Vehicle Control Systems India Ltd | Equity | ₹14.19 Cr | 0.45% |
Trent Ltd | Equity | ₹13.94 Cr | 0.44% |
Dr. Reddy's Laboratories Ltd.28/10/2025 | Equity - Future | ₹13.22 Cr | 0.42% |
Coromandel International Ltd | Equity | ₹12.98 Cr | 0.41% |
Minda Corp Ltd | Equity | ₹12.81 Cr | 0.41% |
Bharti Airtel Ltd (Partly Paid Rs.1.25) | Equity | ₹12.67 Cr | 0.40% |
GAIL (India) Ltd | Equity | ₹12.34 Cr | 0.39% |
Britannia Industries Ltd | Equity | ₹11.67 Cr | 0.37% |
Tata Steel Ltd | Equity | ₹11.35 Cr | 0.36% |
Mankind Pharma Ltd | Equity | ₹11.02 Cr | 0.35% |
CCL Products (India) Ltd | Equity | ₹10.87 Cr | 0.34% |
Kfin Technologies Ltd.28/10/2025 | Equity - Future | ₹10.65 Cr | 0.34% |
Craftsman Automation Ltd | Equity | ₹10.65 Cr | 0.34% |
Urban Co Ltd | Equity | ₹10.53 Cr | 0.33% |
Cipla Ltd | Equity | ₹10.49 Cr | 0.33% |
Cholamandalam Financial Holdings Ltd | Equity | ₹10.46 Cr | 0.33% |
Coforge Ltd | Equity | ₹10.34 Cr | 0.33% |
JSW Cement Ltd | Equity | ₹9.92 Cr | 0.31% |
Indiqube Spaces Ltd | Equity | ₹9.62 Cr | 0.30% |
SJVN Ltd | Equity | ₹9.51 Cr | 0.30% |
Sri Lotus Developers And Realty Ltd | Equity | ₹9.45 Cr | 0.30% |
GNG Electronics Ltd | Equity | ₹8.59 Cr | 0.27% |
Abbott India Ltd | Equity | ₹7.65 Cr | 0.24% |
Bansal Wire Industries Ltd | Equity | ₹7.07 Cr | 0.22% |
Jyoti CNC Automation Ltd | Equity | ₹5.95 Cr | 0.19% |
All Time Plastics Ltd | Equity | ₹4.76 Cr | 0.15% |
Brigade Hotel Ventures Ltd | Equity | ₹4.56 Cr | 0.14% |
Oswal Pumps Ltd | Equity | ₹4.32 Cr | 0.14% |
Edelweiss Nifty 50 Index Dir Gr | Mutual Fund - Open End | ₹2.36 Cr | 0.07% |
Jain Resource Recycling Ltd | Equity | ₹2.21 Cr | 0.07% |
Seshaasai Technologies Ltd | Equity | ₹1.81 Cr | 0.06% |
Dr Reddy's Laboratories Ltd | Equity | ₹1.35 Cr | 0.04% |
Brookfield India Real Estate Trust | Equity - REIT | ₹0.36 Cr | 0.01% |
Atlanta Electricals Ltd | Equity | ₹0.32 Cr | 0.01% |
Tvs Motor Company Limited | Preferred Stock | ₹0.22 Cr | 0.01% |
Large Cap Stocks
51.57%
Mid Cap Stocks
12.59%
Small Cap Stocks
7.27%
AAA
Equity Sector
Debt & Others
Sector | Amount | Holdings |
---|---|---|
Financial Services | ₹737.55 Cr | 23.33% |
Healthcare | ₹284.59 Cr | 9.00% |
Consumer Cyclical | ₹272.91 Cr | 8.63% |
Technology | ₹245.61 Cr | 7.77% |
Industrials | ₹204.77 Cr | 6.48% |
Basic Materials | ₹183 Cr | 5.79% |
Consumer Defensive | ₹134.86 Cr | 4.27% |
Communication Services | ₹124.21 Cr | 3.93% |
Utilities | ₹88.35 Cr | 2.79% |
Energy | ₹81.88 Cr | 2.59% |
Real Estate | ₹9.62 Cr | 0.30% |
Standard Deviation
This fund
9.76%
Cat. avg.
10.02%
Lower the better
Sharpe Ratio
This fund
1.21
Cat. avg.
0.81
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.33
Higher the better
Since October 2015
Since October 2021
Since July 2024
Since August 2024
ISIN INF754K01CE0 | Expense Ratio 0.38% | Exit Load 1.00% | Fund Size ₹3,045 Cr | Age 12 years 9 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark CRISIL Hybrid 35+65 - Agg 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
₹1,91,259 Cr
Address
J.P.Morgan Tower, Mumbai, 400 098
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