Hybrid Equity Savings Moderately High Risk Fund Managers: Mayank Hyanki, Devang Shah, Hardik Shah, Krishnaa N
Hybrid Equity Savings Moderately High Risk
The investment objective of the scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| Equity Savings | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 2.75% | 0% | -0.8% | 0.95% | 2.94% | 5.7% | 9.93% | 8.03% | 8.32% | 8.39% | 7.83% |
| Category returns | 3.08% | 0.77% | 0.22% | 1.77% | 4.54% | 6.34% | 9.7% | 8.1% | 8.5% | 8.04% | N/A |
| Absolute returns | 2.75% | 0% | -0.8% | 0.95% | 2.94% | 11.72% | 32.94% | 36.25% | 49.13% | 123.82% | 124% |
| Rank within category | 13 | 18 | 21 | 17 | 19 | 15 | 10 | 11 | 11 | 7 | N/A |
| Total Schemes in Category | 24 | 24 | 24 | 23 | 22 | 21 | 21 | 21 | 21 | 14 | N/A |
| Equity Savings | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | 2.39% | 14.67% | 5.17% | 8.3% | 11.61% | 13.27% | -0.18% | 14.56% | 11.07% | 5.38% | -1.5% |
| Q1 returns | -1.79% | 6.12% | -0.08% | 2.98% | -10.79% | 1.53% | -1.77% | -1.18% | 3.04% | -0.97% | -4.49% |
| Q2 returns | 4.15% | 2.66% | 3.65% | 1.64% | 7.34% | 3.81% | -4.67% | 5.67% | 4.25% | 3.65% | 3.13% |
| Q3 Returns | 2.43% | 2.23% | 0.33% | 1.54% | 3.89% | 6.83% | 4.78% | 3.27% | 4.84% | -0.05% | N/A |
| Q4 Returns | -2.28% | 2.97% | 1.22% | 1.9% | 12.19% | 0.59% | 1.74% | 6.23% | -1.37% | 2.71% | N/A |
Expense ratio: 2.3%
Inclusive of GST
Exit load
Nil upto 10% of investments and 1% for remaining investments on or before 1M, Nil after 1M
| Alpha | 0.207176 |
| Beta | 0.8998 |
| Sharpe Ratio | 0.18001 |
| Sortino Ratio | 0.350118 |
| R-Squared | 0.2212 |
| Tracking Error | 1.2937 |
| Downside Risk | 6.8289 |
| Std. Deviation (Annualised) | 5.0714 |
| Equity Savings | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HSBC Equity Savings Fund - Regular Plan - Growth | 5.1% | 5.27% | 2.45% | 6.87% | 11.35% | 14.02% | 11.6% | 9.31% | 9.1% | 796.12 | 1.52 | 0.24 | Moderately High |
| Edelweiss Equity Savings Fund - Regular Plan - Growth | 3.79% | 1.94% | 1.34% | 3.93% | 7.1% | 11.43% | 9.46% | 9.16% | 8.74% | 1,232.55 | 1.58 | 0.33 | Moderate |
| Mirae Asset Equity Savings Fund - Regular Plan - Growth | 4.24% | 1.31% | 1% | 2.3% | 5.98% | 11.27% | 9.83% | 0% | 10.53% | 1,831.57 | 1.38 | 0.23 | Moderately High |
| Kotak Equity Savings Fund - Growth | 4.03% | 1.41% | 0.4% | 3.06% | 5.89% | 11.02% | 10.13% | 9.34% | 9% | 9,467.97 | 1.75 | 0.21 | Moderately High |
| SBI Equity Savings Fund - Regular Plan - Growth | 2.52% | 0.92% | 0.38% | 0.85% | 4.65% | 10.98% | 9.26% | 8.75% | 8.52% | 5,609.29 | 1.53 | 0.24 | Moderate |
| Sundaram Equity Savings Fund - Growth | 3.75% | -0.61% | -1.88% | -0.49% | 2.47% | 10.71% | 10.02% | 9.27% | 8.5% | 1,070.66 | 2.19 | 0.21 | Moderate |
| Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | 3.53% | 0.89% | 0.36% | 2.51% | 5.68% | 10.35% | 8.95% | 0% | 8.44% | 513.04 | 2.38 | 0.20 | Moderately High |
| UTI Equity Savings Fund - Regular Plan - Growth | 2.97% | -0.28% | 0.76% | 2.61% | 4.08% | 10.07% | 9.55% | 0% | 8.58% | 788.05 | 1.65 | 0.23 | Moderately High |
| Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth | 3.99% | 0.88% | 0.26% | 1.73% | 5.01% | 9.96% | 7.74% | 0% | 8.17% | 268.37 | 2.50 | 0.16 | Moderately High |
| Axis Equity Savings Fund - Regular Plan - Growth Current | 2.75% | 0% | -0.8% | 0.95% | 2.94% | 9.93% | 8.32% | 8.39% | 7.83% | 849.73 | 2.30 | 0.18 | Moderately High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Cash & Cash Equivalents and Net Assets | 40.36% |
| Domestic Equities | 66.21% | |
| Government Securities | 10.89% | |
| Domestic Mutual Funds Units | 2.99% | |
| Certificate of Deposit | 2.85% | |
| Derivatives-Futures | -34.11% | |
| Corporate Debt | 10.41% | |
| REITs & InvITs | 0.40% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Others | 33.39% | |
| Petroleum Products | 9.34% | |
| Banks | 20.80% | |
| Ferrous Metals | 3.65% | |
| Telecom - Services | 2.68% | |
| Construction | 2.23% | |
| Automobiles | 2.21% | |
| Retailing | 2.00% | |
| Aerospace & Defense | 1.36% | |
| Insurance | 1.46% | |
| IT - Software | 2.91% | |
| Realty | 0.98% | |
| Pharmaceuticals & Biotechnology | 3.93% | |
| Healthcare Services | 2.22% | |
| Consumer Durables | 1.13% | |
| Cement & Cement Products | 1.48% | |
| Personal Products | 0.62% | |
| Diversified FMCG | 0.78% | |
| Auto Components | 1.33% | |
| Finance | 1.18% | |
| Power | 0.97% | |
| Industrial Manufacturing | 0.72% | |
| Electrical Equipment | 0.49% | |
| Transport Infrastructure | 0.44% | |
| Beverages | 0.38% | |
| Chemicals & Petrochemicals | 0.44% | |
| Oil | 0.16% | |
| Non - Ferrous Metals | 0.15% | |
| Industrial Products | 0.30% | |
| Capital Markets | 0.18% | |
| Commercial Services & Supplies | 0.10% | |
| Financial Technology (Fintech) | 0.02% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 32.26% | |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 9.32% |
| Clearing Corporation of India Ltd | Cash & Cash Equivalents and Net Assets | 8.09% | |
| HDFC Bank Ltd. | Banks | Domestic Equities | 6.98% |
| ICICI Bank Ltd. | Banks | Domestic Equities | 5.93% |
| 7.18% Government of India (14/08/2033) | Government Securities | 4.73% | |
| 7.1% Government of India (08/04/2034) | Government Securities | 4.14% | |
| Axis Money Market Fund - Direct Plan - Growth Option | Domestic Mutual Funds Units | 2.99% | |
| Bank of Baroda (16/09/2026) | Certificate of Deposit | 2.85% | |
| Tata Steel Ltd. | Ferrous Metals | Domestic Equities | 2.79% |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 2.61% |
| Bank Nifty Index April 2026 Future | Derivatives-Futures | 2.59% | |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 2.28% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 2.23% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 2.20% |
| 8.52% Muthoot Finance Limited (07/04/2028) ** | Corporate Debt | 1.77% | |
| Eternal Ltd. | Retailing | Domestic Equities | 1.76% |
| Hindustan Aeronautics Ltd. | Aerospace & Defense | Domestic Equities | 1.32% |
| SBI Life Insurance Company Ltd. | Insurance | Domestic Equities | 1.26% |
| 5% GMR Airports Limited (13/02/2027) ** | Corporate Debt | 1.22% | |
| 8.9% Muthoot Finance Limited (07/10/2027) ** | Corporate Debt | 1.19% | |
| 8.65% TVS Holdings Limited (07/06/2029) ** | Corporate Debt | 1.18% | |
| 9.01% Hiranandani Financial Services Private Limited (30/03/2029) ** | Corporate Debt | 1.17% | |
| 7.53% Tamilnadu State Development Loans (28/01/2037) | Government Securities | 1.16% | |
| Tech Mahindra Ltd. | IT - Software | Domestic Equities | 1.14% |
| State Bank Of India | Banks | Domestic Equities | 1.12% |
| Infosys Ltd. | IT - Software | Domestic Equities | 1.09% |
| DLF Ltd. | Realty | Domestic Equities | 0.96% |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.93% |
| Bank Of Baroda | Banks | Domestic Equities | 0.93% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 0.93% |
| Jindal Steel Ltd. | Ferrous Metals | Domestic Equities | 0.86% |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 0.78% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 0.77% |
| RBL Bank Ltd. | Banks | Domestic Equities | 0.75% |
| Ambuja Cements Ltd. | Cement & Cement Products | Domestic Equities | 0.74% |
| CORONA Remedies Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.73% |
| Godrej Consumer Products Ltd. | Personal Products | Domestic Equities | 0.62% |
| ITC Ltd. | Diversified FMCG | Domestic Equities | 0.61% |
| SJS Enterprises Ltd. | Auto Components | Domestic Equities | 0.60% |
| 8.55% Shriram Finance Limited (28/04/2028) ** | Corporate Debt | 0.59% | |
| 9.02% Muthoot Finance Limited (14/07/2027) ** | Corporate Debt | 0.59% | |
| 7.69% REC Limited (31/03/2033) ** | Corporate Debt | 0.59% | |
| 8.8% Aditya Birla Digital Fashion Ventures Limited (26/08/2027) ** | Corporate Debt | 0.58% | |
| 8.66% Cholamandalam Investment and Finance Company Ltd (23/02/2033) ** | Corporate Debt | 0.58% | |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 0.58% |
| IndusInd Bank Ltd. | Banks | Domestic Equities | 0.58% |
| 7.02% Bajaj Housing Finance Limited (26/05/2028) ** | Corporate Debt | 0.58% | |
| Power Grid Corporation Of India Ltd. | Power | Domestic Equities | 0.55% |
| Ultratech Cement Ltd. | Cement & Cement Products | Domestic Equities | 0.54% |
| Punjab National Bank | Banks | Domestic Equities | 0.49% |
| Aditya Infotech Ltd. | Industrial Manufacturing | Domestic Equities | 0.49% |
| The Federal Bank Ltd. | Banks | Domestic Equities | 0.46% |
| Bharat Heavy Electricals Ltd. | Electrical Equipment | Domestic Equities | 0.43% |
| NTPC Ltd. | Power | Domestic Equities | 0.42% |
| JB Chemicals & Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.41% |
| Indus Infra Trust | Transport Infrastructure | REITs & InvITs | 0.40% |
| Vodafone Idea Ltd. | Telecom - Services | Domestic Equities | 0.40% |
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.40% |
| Emcure Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.39% |
| Tata Consultancy Services Ltd. | IT - Software | Domestic Equities | 0.39% |
| United Spirits Ltd. | Beverages | Domestic Equities | 0.38% |
| Healthcare Global Enterprises Ltd. | Healthcare Services | Domestic Equities | 0.37% |
| Sona BLW Precision Forgings Ltd. | Auto Components | Domestic Equities | 0.37% |
| 7.26% Government of India (22/08/2032) | Government Securities | 0.36% | |
| Indian Bank | Banks | Domestic Equities | 0.35% |
| Yes Bank Ltd. | Banks | Domestic Equities | 0.32% |
| Sansera Engineering Ltd. | Auto Components | Domestic Equities | 0.31% |
| Cholamandalam Investment and Finance Company Ltd. | Finance | Domestic Equities | 0.29% |
| Bandhan Bank Ltd. | Banks | Domestic Equities | 0.29% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Durables | Domestic Equities | 0.28% |
| Sudeep Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.27% |
| Aurobindo Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.27% |
| Coforge Ltd. | IT - Software | Domestic Equities | 0.26% |
| SRF Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.24% |
| 7.69% National Bank For Agriculture and Rural Development (31/03/2032) ** | Corporate Debt | 0.24% | |
| 7.18% Government of India (24/07/2037) | Government Securities | 0.23% | |
| Jyoti CNC Automation Ltd. | Industrial Manufacturing | Domestic Equities | 0.23% |
| Glenmark Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.23% |
| 6.19% Government of India (16/09/2034) | Government Securities | 0.22% | |
| Trent Ltd. | Retailing | Domestic Equities | 0.22% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 0.21% |
| HDFC Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.19% |
| Grasim Industries Ltd. | Cement & Cement Products | Domestic Equities | 0.19% |
| Hindustan Unilever Ltd. | Diversified FMCG | Domestic Equities | 0.17% |
| Pidilite Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.17% |
| Oil India Ltd. | Oil | Domestic Equities | 0.16% |
| Hindalco Industries Ltd. | Non - Ferrous Metals | Domestic Equities | 0.15% |
| APL Apollo Tubes Ltd. | Industrial Products | Domestic Equities | 0.13% |
| HDFC Asset Management Company Ltd. | Capital Markets | Domestic Equities | 0.13% |
| Krishna Institute of Medical Sciences Ltd | Healthcare Services | Domestic Equities | 0.12% |
| Onesource Specialty Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.12% |
| 8.20% Power Grid Corporation of India Limited (23/01/2030) ** | Corporate Debt | 0.12% | |
| TeamLease Services Ltd. | Commercial Services & Supplies | Domestic Equities | 0.10% |
| Cummins India Ltd. | Industrial Products | Domestic Equities | 0.10% |
| Bajaj Finserv Ltd. | Finance | Domestic Equities | 0.10% |
| Cipla Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.09% |
| Welspun Corp Ltd. | Industrial Products | Domestic Equities | 0.07% |
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 0.05% |
| 7.72% Government of India (26/10/2055) | Government Securities | 0.05% | |
| Biocon Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.04% |
| GMR Airports Ltd. | Transport Infrastructure | Domestic Equities | 0.04% |
| Craftsman Automation Ltd. | Auto Components | Domestic Equities | 0.04% |
| Solar Industries India Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.04% |
| Havells India Ltd. | Consumer Durables | Domestic Equities | 0.04% |
| Neuland Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.03% |
| Premier Energies Ltd. | Electrical Equipment | Domestic Equities | 0.03% |
| Mphasis Ltd. | IT - Software | Domestic Equities | 0.03% |
| Max Healthcare Institute Ltd. | Healthcare Services | Domestic Equities | 0.03% |
| Dixon Technologies (India) Ltd. | Consumer Durables | Domestic Equities | 0.03% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 0.03% |
| ABB India Ltd. | Electrical Equipment | Domestic Equities | 0.03% |
| Hindustan Petroleum Corporation Ltd. | Petroleum Products | Domestic Equities | 0.02% |
| Godrej Properties Ltd. | Realty | Domestic Equities | 0.02% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.02% |
| Swiggy Ltd. | Retailing | Domestic Equities | 0.02% |
| Samvardhana Motherson International Ltd. | Auto Components | Domestic Equities | 0.02% |
| Bharat Dynamics Ltd. | Aerospace & Defense | Domestic Equities | 0.01% |
| Maruti Suzuki India Ltd. | Automobiles | Domestic Equities | 0.01% |
| Maruti Suzuki India Ltd. | Derivatives-Futures | -0.01% | |
| Samvardhana Motherson International Ltd. | Derivatives-Futures | -0.02% | |
| One97 Communications Ltd. | Derivatives-Futures | -0.02% | |
| Godrej Properties Ltd. | Derivatives-Futures | -0.02% | |
| Hindustan Petroleum Corporation Ltd. | Derivatives-Futures | -0.02% | |
| Bharat Electronics Ltd. | Derivatives-Futures | -0.03% | |
| Max Healthcare Institute Ltd. | Derivatives-Futures | -0.03% | |
| Cummins India Ltd. | Derivatives-Futures | -0.03% | |
| Mphasis Ltd. | Derivatives-Futures | -0.03% | |
| Havells India Ltd. | Derivatives-Futures | -0.04% | |
| Solar Industries India Ltd. | Derivatives-Futures | -0.04% | |
| GMR Airports Ltd. | Derivatives-Futures | -0.04% | |
| Biocon Ltd. | Derivatives-Futures | -0.04% | |
| NTPC Ltd. | Derivatives-Futures | -0.05% | |
| Multi Commodity Exchange Of India Ltd. | Derivatives-Futures | -0.05% | |
| Cipla Ltd. | Derivatives-Futures | -0.09% | |
| Bajaj Finserv Ltd. | Derivatives-Futures | -0.10% | |
| HDFC Asset Management Company Ltd. | Derivatives-Futures | -0.13% | |
| APL Apollo Tubes Ltd. | Derivatives-Futures | -0.13% | |
| Power Grid Corporation Of India Ltd. | Derivatives-Futures | -0.13% | |
| Hindalco Industries Ltd. | Derivatives-Futures | -0.15% | |
| Pidilite Industries Ltd. | Derivatives-Futures | -0.17% | |
| Hindustan Unilever Ltd. | Derivatives-Futures | -0.17% | |
| Grasim Industries Ltd. | Derivatives-Futures | -0.19% | |
| Shriram Finance Ltd. | Derivatives-Futures | -0.21% | |
| Vodafone Idea Ltd. | Derivatives-Futures | -0.22% | |
| State Bank Of India | Derivatives-Futures | -0.22% | |
| Trent Ltd. | Derivatives-Futures | -0.22% | |
| Glenmark Pharmaceuticals Ltd. | Derivatives-Futures | -0.23% | |
| SRF Ltd. | Derivatives-Futures | -0.24% | |
| Aurobindo Pharma Ltd. | Derivatives-Futures | -0.27% | |
| Tata Consultancy Services Ltd. | Derivatives-Futures | -0.28% | |
| Crompton Greaves Consumer Electricals Ltd. | Derivatives-Futures | -0.28% | |
| Bandhan Bank Ltd. | Derivatives-Futures | -0.29% | |
| United Spirits Ltd. | Derivatives-Futures | -0.30% | |
| Yes Bank Ltd. | Derivatives-Futures | -0.32% | |
| Sun Pharmaceutical Industries Ltd. | Derivatives-Futures | -0.34% | |
| Bharti Airtel Ltd. | Derivatives-Futures | -0.35% | |
| Divi's Laboratories Ltd. | Derivatives-Futures | -0.40% | |
| Apollo Hospitals Enterprise Ltd. | Derivatives-Futures | -0.49% | |
| Punjab National Bank | Derivatives-Futures | -0.49% | |
| Jindal Steel Ltd. | Derivatives-Futures | -0.54% | |
| Mahindra & Mahindra Ltd. | Derivatives-Futures | -0.57% | |
| IndusInd Bank Ltd. | Derivatives-Futures | -0.58% | |
| ITC Ltd. | Derivatives-Futures | -0.62% | |
| SBI Life Insurance Company Ltd. | Derivatives-Futures | -0.70% | |
| Hindustan Aeronautics Ltd. | Derivatives-Futures | -0.73% | |
| Ambuja Cements Ltd. | Derivatives-Futures | -0.75% | |
| RBL Bank Ltd. | Derivatives-Futures | -0.75% | |
| Titan Company Ltd. | Derivatives-Futures | -0.78% | |
| Bank Of Baroda | Derivatives-Futures | -0.93% | |
| DLF Ltd. | Derivatives-Futures | -0.96% | |
| Eternal Ltd. | Derivatives-Futures | -1.33% | |
| Larsen & Toubro Ltd. | Derivatives-Futures | -1.34% | |
| Kotak Mahindra Bank Ltd. | Derivatives-Futures | -1.94% | |
| Tata Steel Ltd. | Derivatives-Futures | -2.80% | |
| ICICI Bank Ltd. | Derivatives-Futures | -3.06% | |
| HDFC Bank Ltd. | Derivatives-Futures | -4.91% | |
| Reliance Industries Ltd. | Derivatives-Futures | -6.52% | |
| Total | 100.00% |
Mr. Devang Shah has 9 years total experience. He is with Axis Asset Management Co. Ltd. from October 16, 2012 till date. His previous experience includes Pricewaterhouse Coopers, Deutsche AMC & ICICI Prudential AMC.
RETURNS
It is an Open ended scheme that primarily invests in Equity Savings.
The investment objective of the scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
The scheme benchmark is the NIFTY 50 Equity Savings Index
It is classified as Moderately High Risk, suitable for investors with a Moderately High risk appetite.
Returns Delivered by the funds are as follows:
1-year: 2.94%
3-year: 9.95%
5-year: 8.32%
Top holdings include names such as:
The NAV is around ₹22.40 (approx.) for the Axis Equity Savings Fund - Regular Plan - Growth.
The fund’s AUM is approximately ₹850 Cr.
The expense ratio for the Regular Plan is 2.3.
Nil upto 10% of investments and 1% for remaining investments on or before 1M, Nil after 1M.
Minimum SIP starts at ₹100.
The minimum lump sum investment is ₹500. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund managers: Mayank Hyanki, Devang Shah, Hardik Shah, Krishnaa N
This fund is suitable for investors with a Moderately High risk tolerance.
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