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 | 1.29% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 2,731 |
| 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 | 12.69% |
Canara Robeco Emerging Equities - Direct Plan | 0 | 1000 | 14.36% |
| Company | Holding Type | Asset(%) |
|---|---|---|
Infosys Ltd | Equity | 10 |
HDFC Bank Ltd | Equity | 7 |
Axis Bank Ltd | Equity | 7 |
ICICI Bank Ltd | Equity | 5 |
Tata Power Co Ltd | Equity | 4 |
Apollo Hospitals Enterprise Ltd | Equity | 3 |
Indian Hotels Co Ltd | Equity | 3 |
Bharti Airtel Ltd | Equity | 3 |
The Federal Bank Ltd | Equity | 3 |
City Union Bank Ltd | Equity | 3 |
| Asset | Percent |
|---|---|
Equity | 98 |
Cash | 2 |
| Sector | Percent |
|---|---|
Financial Services | 30 |
Consumer Cyclical | 15 |
Technology | 11 |
Industrials | 9 |
Healthcare | 8 |
Fund Manager
R. Janakiraman
7+ years of experience
Lakshmikanth Reddy
5+ years of experience
Mayank Bukrediwala
0+ years of experience
About
Phone
1800 425 4255
Address
INDIABULLS FINANCE CENTER TOWER 2, 12TH,SANAPATI BAPAT MARG, ELPHINSTONE (WEST), -
