"To generate long term capital growth by investing in a portfolio of equity stocks across market capitalization which are well placed to benefit from the India growth story and are available at reasonable valuations."
+13.36%
3Y annualised returns
+14.73%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
22 Apr '19
Total AUM
₹114.64Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity95.5%
Cash4.5%
Equity market cap split
Small Cap45.3%
Mid Cap30.4%
Large Cap19.7%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period