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Holdings (38)

NameSectorInstrumentAssets
Mahindra & Mahindra LtdConsumer DiscretionaryEquity11.6112148%
Eicher Motors LtdConsumer DiscretionaryEquity5.90310677%
Samvardhana Motherson International LtdConsumer DiscretionaryEquity5.33146474%
Sona BLW Precision Forgings LtdConsumer DiscretionaryEquity5.30889544%
TVS Motor Company LtdConsumer DiscretionaryEquity5.14502359%
Tata Motors LtdIndustrialsEquity4.05072086%
Bosch LtdConsumer DiscretionaryEquity4.01989034%
Ather Energy Ltd.Consumer DiscretionaryEquity3.82857082%
Dhoot Transmission LtdConsumer DiscretionaryEquity3.68528557%
Sansera Engineering LtdConsumer DiscretionaryEquity3.36166396%

Returns and rankings

1Y3Y5YAll
Fund Returns26.14%NA%NA%NA%
Category Average14.58%28.15%23.13%NA%
Rank Within Category1.00%NA%NA%NA%

Expense ratio, exit load and tax


Expense ratio: 0.97%

Inclusive of GST


Exit load

Exit load of 1%, if redeemed within 30 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

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