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 proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.
Expense Ratio | 1.4 % |
Launched 12Y ago | 2013-01-02 |
AUM in Crores | 1112.6 |
ISIN | INF173K01EK6 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 13.9 |
Beta | 0.9 |
Sharpe Ratio | 0.5 |
HDFC Bank Ltd.
7.81%Reliance Industries Ltd.
7.36%ICICI Bank Ltd.
6%State Bank of India
5.15%Larsen & Toubro Ltd.
5.12%Financial
30.3%Services
9.61%Technology
9.6%Automobile
8.86%Healthcare
7.78%Fund Name | Fund Size | |
---|---|---|
₹ 110,392 cr | ||
₹ 72,336 cr | ||
₹ 30,616 cr | ||
₹ 79,584 cr | ||
₹ 17,427 cr |