The investment objective of the scheme is to generate returns, before expenses, that arecommensurate with the performance of the Nifty Smallcap 250 Momentum Quality 100 Total Return Index, subject to tracking error. There is no assurance or guarantee that the investment objective of the scheme would be achieved.
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NAV Performance
Historical Net Asset Value
4.46% 1Y Return
≤ 1 year — Absolute; > 1 year — CAGR
Return Calculator
Estimation based on past performance
Monthly Investment
₹
Over The Past
Invested Amount
0
Est. Returns
0
After 0 Years your investment will be:
₹ 0(0%)
Lumpsum Investment
₹
Over The Past
Invested Amount
0
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0
After 0 Years your investment will be:
₹ 0(0%)
Returns and Rankings
Benchmark: Nifty Smallcap250 Momentum Quality 100 - TRI
ETFs
1M
3M
6M
9M
1Y
2Y
3Y
4Y
5Y
10Y
ALL
Fund returns
-3.43%
0.29%
7.73%
11.16%
4.46%
-5.38%
N/A
N/A
N/A
N/A
2.01%
Category returns
-2.99%
-4.52%
-3.02%
-5.03%
-4.77%
-2.03%
9%
10.98%
7.45%
11.5%
N/A
Absolute returns
-3.43%
0.29%
7.73%
11.16%
4.46%
-10.49%
N/A
N/A
N/A
N/A
5.42%
Rank within category
138/268
14/252
7/241
6/228
21/207
130/162
N/A
N/A
N/A
N/A
N/A
≤ 1 year — Absolute; > 1 year — CAGR
Historical Data
Benchmark: Nifty Smallcap250 Momentum Quality 100 - TRI
Ms. Ekta Gala has over 3 years of experience as a dealer. Prior to this assignment, Ms. Ekta Gala was associated with ICICI Prudential Asset Management Company Ltd.
Mr. Akshay Udeshi has over 4 years of experience in the field of financial services. He has been associated with the AMC since June 2021. Prior to this assignment, Mr. Udeshi was associated with Reliance Retail Ltd. where he was involved in product development in the affordability space. He also has an experience with L&T Financial Services where he was involved in product management of secured lending products.
It is an Open ended scheme that primarily invests in ETFs.
The investment objective of the scheme is to generate returns, before expenses, that arecommensurate with the performance of the Nifty Smallcap 250 Momentum Quality 100 Total Return Index, subject to tracking error. There is no assurance or guarantee that the investment objective of the scheme would be achieved.
The scheme benchmark is the Nifty Smallcap250 Momentum Quality 100 - TRI.
It is classified as Very High Risk.
1-year: 4.46% | 3-year: N/A (scheme is younger than 3 years) | 5-year: N/A (scheme is younger than 5 years)
Top holdings include:
The NAV is around ₹47.32.
The fund's AUM is approximately ₹932 Cr.
The expense ratio for the Regular Plan is 0.76%.
.
Minimum SIP starts at ₹0.
The minimum lump sum investment is ₹5000.
You can start a SIP through the Sharescart platform. Enter KYC details, choose the Regular Growth option, set SIP amount and frequency, and submit.
The fund managers: Ritesh Patel, Akshay Udeshi
This fund is suitable for investors with a Very High risk tolerance.
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