Holdings (35)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 11.23251736% |
| Zomato Ltd | Technology | Equity | 9.51963607% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 7.74831968% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 7.2921199% |
| SEDEMAC Mechatronics Ltd. | Industrials | Equity | 5.0985964% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 4.88648294% |
| Sansera Engineering Ltd | Consumer Discretionary | Equity | 4.05525489% |
| Minda Corporation Ltd | Consumer Discretionary | Equity | 3.73113468% |
| Bosch Ltd | Consumer Discretionary | Equity | 3.41988424% |
| Tata Motors Ltd | Industrials | Equity | 3.32390762% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | 18.02% | NA% | NA% | NA% |
| Category Average | 14.58% | 28.15% | 23.13% | NA% |
| Rank Within Category | 2.00% | NA% | NA% | NA% |
Expense ratio, exit load and tax
Expense ratio: 1.0%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 365 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Fund management
Education
Mr.Shah has done B.Com. from University of Mumbai & MBA from Somaiya Institute of Management Studies & Research. He also holds CFA designation.
Experience
Prior to joining Aditya Birla Sunlife Mutual Fund he has worked with HDFC Mutual Fund, Reliance Mutual Fund, Morgan Stanley.