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 a concentrated portfolio of equity and equity related instruments of up to 30 companies across market capitalisation.
Expense Ratio | 1.61 % |
Launched 7Y ago | 2017-11-17 |
AUM in Crores | 121.2 |
ISIN | INF397L01KA7 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 14.2 |
Beta | 0.9 |
Sharpe Ratio | 0.2 |
Kotak Mahindra Bank Ltd.
7.7%Hindustan Unilever Ltd.
7.56%HDFC Bank Ltd.
7.3%Tech Mahindra Ltd.
5.7%TARC Ltd.
4.4%Financial
38.04%Capital Goods
17.42%Technology
8.16%Consumer Staples
6.94%Healthcare
6.77%Fund Name | Fund Size | |
---|---|---|
₹ 46,114 cr | ||
₹ 88,004 cr | ||
₹ 60,177 cr | ||
₹ 14,981 cr | ||
₹ 21,526 cr |