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 aims to generate capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of upto 30 stocks.
Expense Ratio | 0.81 % |
Launched | - |
AUM in Crores | 1946.7 |
ISIN | INF194K01W21 |
Lock-in (days) | No Lock-in |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 14.9 |
Beta | 0.9 |
Sharpe Ratio | 1 |
ICICI Bank Ltd.
8.96%HDFC Bank Ltd.
8.91%Apar Industries Ltd.
6.37%Reliance Industries Ltd.
5.57%Trent Ltd.
5.36%Financial
27.52%Construction
13.26%Services
11.3%Healthcare
7.32%Technology
7.26%Fund Name | Fund Size | |
---|---|---|
₹ 110,392 cr | ||
₹ 72,336 cr | ||
₹ 30,616 cr | ||
₹ 79,584 cr | ||
₹ 17,427 cr |