Share Fund
To provide medium to long-term capital appreciation by investing primarily in Large and Mid-cap Stocks.
Suitability
This product is suitable for investors who are seeking
• This product is suitable for Investors who are seeking
• Long term capital appreciation.
• A fund that invests in stocks of companies across the market cap range.
| Scheme Class | Equity |
| Scheme Category | Large & Mid- Cap |
| Expense Ratio | 1.26% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 3,635 |
| AMC AUM (in Crs.) | ₹ 1,18,912 |
| Min Addition Subscription | ₹ 1,000 |
| Benchmark Type | S&P BSE 200 India TR INR |
| Exit Load | Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years. |
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
IDFC Core Equity Fund - Direct Plan | 1000 | 1000 | 28.72% |
Principal Emerging Bluechip - Direct Plan | 1000 | 1000 | 0.38% |
Canara Robeco Emerging Equities - Direct Plan | 0 | 1000 | 21.36% |
| Company | Holding Type | Asset(%) |
|---|---|---|
Zomato Ltd | Equity | 4 |
Mahindra & Mahindra Ltd | Equity | 4 |
Endurance Technologies Ltd | Equity | 4 |
IndusInd Bank Ltd | Equity | 4 |
Axis Bank Ltd | Equity | 4 |
Coforge Ltd | Equity | 3 |
HCL Technologies Ltd | Equity | 3 |
Larsen & Toubro Ltd | Equity | 3 |
HDFC Bank Ltd | Equity | 3 |
Godrej Consumer Products Ltd | Equity | 3 |
| Asset | Percent |
|---|---|
Equity | 97 |
Cash - Collateral | 3 |
| Sector | Percent |
|---|---|
Consumer Cyclical | 24 |
Financial Services | 24 |
Industrials | 12 |
Technology | 12 |
Healthcare | 8 |
Fund Manager
Venkatesh Sanjeevi
2+ years of experience
R. Janakiraman
10+ years of experience
Sandeep Manam
2+ years of experience
About
Phone
1800 425 4255
Address
Indiabulls Finance Centre; Tower 2, 12th and 13th Floor,Senapati Bapat Marg; Elphinstone Road (W) Mumbai 400013, - 400013
