To invest in equity or equity related instruments of companies that would be wealth builders in the long-term i.e. equity instruments generating consistent shareholder value through Return on Equity.
Investors understand that their principal will be at moderately high risk
Category
Market Cap Fund
Launch Date
NA
Scheme Benchmark
NIFTY 500
AUM ( in Cr.)
8.91
portfolio price to book value
5.49
investing style?
Mid Growth
fund manager?
Khozem Jabalpurwala
inception date (regular plan)
expense ratio (regular plan) %
Alpha [%]
-0.07
Beta [%]
0.60