Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Union Focused IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jul
Top holdings
ICICI Bank Ltd
7.7%
HDFC Bank Ltd
7.4%
Tata Consumer Products Ltd
5.1%
Infosys Ltd
4.7%
Bharat Electronics Ltd
4.3%
Dixon Technologies (India) Ltd
4.1%
Info Edge (India) Ltd
4.0%
CG Power & Industrial Solutions Ltd
4.0%
Max Healthcare Institute Ltd Ordinary Shares
3.4%
Torrent Pharmaceuticals Ltd
3.3%
Top industry exposure
Financial Services
28.8%
Industrials
15.8%
Consumer Cyclical
14.1%
Technology
11.6%
Communication Services
6.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
106%
Lock-in period
-
Exit load
• 1% for redemption within 15 days
Fund objective
The investment objective of the scheme is to seek to generate capital appreciation by investing in a portfolio of select equity and equity linked securities across market caps. However, there can be no assurance that the investment objective of the scheme will be achieved.