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 | 1.36% |
Min subscription | ₹ 5,000 |
Scheme Type | Open-ended |
Scheme AUM (in Crs.) | ₹ 2,492 |
AMC AUM (in Crs.) | ₹ 1,18,912 |
Min Addition Subscription | ₹ 1,000 |
Benchmark Type |
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 | 16.81% |
Mirae Asset Great Consumer Fund - Direct Plan | 1000 | 1000 | 23.9% |
Sundaram Consumption Fund - Direct Plan | 500 | 500 | 20.44% |
DSP Natural Resource & New Energy Fund - Direct Plan | 1000 | 1000 | 25.79% |
Company | Holding Type | Asset(%) |
---|---|---|
Call, Cash & Other Assets | Cash - Collateral | 8 |
Reliance Industries Ltd | Equity | 6 |
PB Fintech Ltd | Equity | 5 |
ICICI Bank Ltd | Equity | 4 |
Bharti Airtel Ltd | Equity | 4 |
Amber Enterprises India Ltd Ordinary Shares | Equity | 3 |
NTPC Ltd | Equity | 3 |
Bharat Electronics Ltd | Equity | 3 |
Hindustan Aeronautics Ltd Ordinary Shares | Equity | 3 |
Kirloskar Pneumatic Co Ltd | Equity | 3 |
Asset | Percent |
---|---|
Equity | 92 |
Cash - Collateral | 8 |
Equity - Future | 0 |
Sector | Percent |
---|---|
Industrials | 26 |
Consumer Cyclical | 16 |
Financial Services | 13 |
Healthcare | 9 |
Cash - Collateral | 8 |
Fund Manager
Kiran Sebastian
1+ 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