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 generate long term capital appreciation by investing in concentrated portfolio of equity & equity related instruments of upto 30 companies.
Expense Ratio | 0.83 % |
Launched | - |
AUM in Crores | 12346.5 |
ISIN | INF846K01CQ8 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 15.7 |
Beta | 1 |
Sharpe Ratio | - |
YTM | - |
Torrent Power Ltd.
7.94%ICICI Bank Ltd.
7.18%Tata Consultancy Services Ltd.
6.26%Bajaj Finance Ltd.
5.66%Pidilite Industries Ltd.
5.52%Financial
31.9%Services
17.65%Healthcare
9.44%Technology
6.37%Communication
5.62%Fund Name | Fund Size | |
---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 23,379 cr |