The Scheme aims to provide long-term capital growth from an actively managed diversified portfolio of equity & equity-related securities of
companies that exhibit strong momentum. The selection of securities will be based on a quantitative model that will aim to maximize momentum exposure based on
various parameters.There is no assurance that the investment objective of the scheme will be achieved.
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DATE OF ALLOTMENT | 12th December 2024 |
 |
MONTHLY AVERAGE | 1,239.25Cr. |
| AS ON 30th April, 2025 | 1,293.21Cr. | |
 |
BENCHMARK | Nifty 500 TRI |
 | MARKET CAP | |
| Large Cap: | 47.67% | |
| Mid Cap: | 28.24% | |
| Small Cap: | 16.50% | |
| Cash & Others: | 7.59% | |
| ^^Market caps are defined as per SEBI regulations as below: a. Large Cap: 1st -100th company in terms of full market capitalization. b. Mid Cap: 101st -250th company in terms of full market capitalization. c. Small Cap: 251st company onwards in terms of full market capitalization. | ||
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FUND MANAGER | |
| Mr. Karthik Kumar | Work experience: 15 years.He has been managing this fund since 12th December 2024 | |
| Mr. Mayank Hyanki | Work experience: 14 years.He has been managing this fund since 12th December 2024 | |
Entry Load : NA
Exit Load : If redeemed / switched-out within 12 months from the date of allotment, For 10% of investments: NIL and
For remaining investments: 1%. If redeemed / switched-out after 12 months from the date of allotment NIL.
Since the Scheme has not completed Six Months, performance details for the Scheme are not provided.
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TER,
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