Share Fund
To generate capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, Government policy and/or regulatory changes, companies going through temporary unique challenges and other similar instances
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 takes concentrated stock or sector exposures based on four themes.
Scheme Class | Equity |
Scheme Category | Equity - Other |
Expense Ratio | 1.83% |
Min subscription | ₹ 5,000 |
Scheme Type | Open-ended |
Scheme AUM (in Crs.) | ₹ 693 |
AMC AUM (in Crs.) | ₹ 1,18,912 |
Min Addition Subscription | ₹ 1,000 |
Benchmark Type | S&P BSE 200 |
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 |
---|---|---|---|
Aditya Birla Sun Life Digital India Fund - Direct Plan | 1000 | 1000 | 39.53% |
Mirae Asset Great Consumer Fund - Direct Plan | 1000 | 1000 | 28.48% |
Sundaram Consumption Fund - Direct Plan | 500 | 500 | 24.25% |
DSP Natural Resource & New Energy Fund - Direct Plan | 1000 | 1000 | 40.88% |
Company | Holding Type | Asset(%) |
---|---|---|
ICICI Bank Ltd | Equity | 8 |
Hindustan Aeronautics Ltd Ordinary Shares | Equity | 7 |
Reliance Industries Ltd | Equity | 6 |
Escorts Kubota Ltd | Equity | 6 |
Call, Cash & Other Assets | Cash | 5 |
Kirloskar Oil Engines Ltd | Equity | 5 |
Bharat Electronics Ltd | Equity | 5 |
Jubilant Foodworks Ltd | Equity | 5 |
State Bank of India | Equity | 4 |
Larsen & Toubro Ltd | Equity | 3 |
Asset | Percent |
---|---|
Equity | 95 |
Cash | 5 |
Equity - Future | 0 |
Sector | Percent |
---|---|
Industrials | 39 |
Consumer Cyclical | 20 |
Financial Services | 18 |
Energy | 8 |
Communication Services | 5 |
Fund Manager
Kiran Sebastian
0+ years of experience
R. Janakiraman
9+ years of experience
Sandeep Manam
1+ 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