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Factsheet as on March 28, 2024 |
To generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing.
1 Year | 2 Years | 3 Years | 5 Years | |
Scheme (%) | 46.10 | 21.03 | 20.25 | 17.54 |
S&P BSE 200 (%) | 39.83 | 16.56 | 17.54 | 15.64 |
Company Name | % of Assets |
ICICI Bank Ltd. | 6.3 |
HDFC Bank Ltd. | 5.3 |
National Thermal Power Corporation Ltd. | 5.0 |
Infosys Ltd. | 4.5 |
Bharat Electronics Ltd. | 3.4 |
State Bank Of India | 2.9 |
Zomato Ltd. | 2.7 |
Sun Pharmaceuticals Ind Ltd. | 2.6 |
Mahindra & Mahindra Ltd. | 2.5 |
Axis Bank Ltd. | 2.4 |
Standard Deviation | 12.67 |
Information Ratio | - |
Beta | 0.91 |
Sharpe Ratio | 0.51 |
Kotak Mahindra Bank Limited, AMFI Registered Mutual Fund Distributor, ARN 1390
Kotak Mahindra Bank Limited, AMFI Registered Mutual Fund Distributor, ARN 1390