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 | 1.34% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 2,730 |
| 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 | 21.83% |
Canara Robeco Emerging Equities - Direct Plan | 0 | 1000 | 16.34% |
| Company | Holding Type | Asset(%) |
|---|---|---|
HDFC Bank Ltd | Equity | 6 |
HCL Technologies Ltd | Equity | 4 |
ICICI Bank Ltd | Equity | 4 |
Infosys Ltd | Equity | 4 |
United Breweries Ltd | Equity | 3 |
Tata Power Co Ltd | Equity | 3 |
Indian Hotels Co Ltd | Equity | 3 |
Ipca Laboratories Ltd | Equity | 3 |
Ashok Leyland Ltd | Equity | 3 |
Max Financial Services Ltd | Equity | 2 |
| Asset | Percent |
|---|---|
Equity | 98 |
Cash | 2 |
| Sector | Percent |
|---|---|
Financial Services | 29 |
Consumer Cyclical | 16 |
Technology | 12 |
Healthcare | 10 |
Industrials | 9 |
Fund Manager
Sandeep Manam
0+ years of experience
R. Janakiraman
8+ years of experience
Venkatesh Sanjeevi
0+ years of experience
About
Phone
1800 425 4255
Address
INDIABULLS FINANCE CENTER TOWER 2, 12TH,SANAPATI BAPAT MARG, ELPHINSTONE (WEST), -
