Focused funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
The Scheme seeks to achieve long term capital appreciation by investing in upto 30 companies with long term sustainable competitive advantage and growth potential
Expense Ratio | 0.94 % |
Launched | - |
AUM in Crores | 7359.9 |
ISIN | INF209K01WE3 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 13.2 |
Beta | 0.9 |
Sharpe Ratio | 0.6 |
HDFC Bank Ltd.
8.48%ICICI Bank Ltd.
7.95%Infosys Ltd.
7.78%Larsen & Toubro Ltd.
5.33%Reliance Industries Ltd.
5.28%Financial
30.42%Technology
12.04%Energy
9.24%Automobile
9.16%Construction
7.09%Fund Name | Fund Size | |
---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 16,217 cr | ||
₹ 27,730 cr |