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 | 1.01% |
Min subscription | ₹ 5,000 |
Scheme Type | Open-ended |
Scheme AUM (in Crs.) | ₹ 3,146 |
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 |
---|---|---|---|
Principal Emerging Bluechip - Direct Plan | 1000 | 1000 | 9.01% |
Canara Robeco Emerging Equities - Direct Plan | 0 | 1000 | 20.64% |
Company | Holding Type | Asset(%) |
---|---|---|
ICICI Bank Ltd | Equity | 5 |
Reliance Industries Ltd | Equity | 4 |
LIC Housing Finance Ltd | Equity | 3 |
Endurance Technologies Ltd | Equity | 3 |
Mahindra & Mahindra Ltd | Equity | 3 |
Infosys Ltd | Equity | 3 |
Tata Motors Ltd | Equity | 3 |
HDFC Bank Ltd | Equity | 3 |
Mahindra & Mahindra Financial Services Ltd | Equity | 3 |
Zomato Ltd | Equity | 3 |
Asset | Percent |
---|---|
Equity | 98 |
Cash - Collateral | 2 |
Sector | Percent |
---|---|
Financial Services | 29 |
Consumer Cyclical | 17 |
Technology | 12 |
Industrials | 12 |
Healthcare | 7 |
Fund Manager
Venkatesh Sanjeevi
2+ years of experience
R. Janakiraman
9+ 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