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In the past three years, the fund has dynamically adjusted its allocations across market capitalisations while predominantly investing in largecap stocks
The fund has three managers: Sunaina da Cunha, who has managed the fund since April 2017; Mohit Sharma, since August 2020; and Dhaval Joshi, since November 2022
The fund aims for long-term capital appreciation by investing in quality midcap companies with sustainable competitive advantages and significant growth potential
The fund aims to provide capital growth to investors through a diversified portfolio of equities, fixed-income securities, and money market instruments
The investment objective of the scheme is to generate capital appreciation from a portfolio predominantly invested in equity and equity-related instruments
The scheme's investment objective is to generate capital appreciation/income from a portfolio, predominantly comprising equity and equity-related instruments
The scheme's investment objective is to seek long-term wealth creation by actively investing in equity/equity-related securities, following a value investment strategy
The fund is managed by Ankit Pande, Vasav Sahgal, and Sanjeev Sharma
Investment objective of scheme is to provide investors with opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity-related securities
Systematic investment plan (SIP) is a disciplined mode of investing offered by mutual funds through which one can invest a certain amount at regular intervals.
The fund has outperformed in all the market phases, except the post-Subprime crisis