(Small & Mid Cap)
Investment Objective
The investment objective of the Scheme is to generate capital appreciation through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation through means of contrarian investing.
Performance
| Trailing Returns % | Fund | Bmark | Cat | Quarterly Returns % | Q1 | Q2 | Q3 | Q4 |
| 3 Months | -0.66 | 2018 | -4.73 | 0.78 | - | - | ||
| 6 Months | 3.18 | 2017 | 15.94 | 4.64 | 7.41 | 6.96 | ||
| 1year | 8.68 | 2016 | -5.71 | 13.65 | 10.81 | 2.15 | ||
| 3 Years Annualised | 15.12 | 2015 | 3.84 | 3.59 | -3.44 | 3.7 | ||
| 5 Years Annualised | 25.71 | 2014 | 9.13 | 32.97 | 3.84 | 12.52 |
Portfolio 30/06/2018
Top Holdings
| Holding Name | Sector | % |
| Housing Development Finance... | - | 9.85 |
| Yes Bank Ltd | 8.61 | |
| Reliance Industries Ltd | 7.70 | |
| Bajaj Auto Ltd | 4.46 | |
| Mahindra & Mahindra Ltd | 3.49 | |
| Power Grid Corp Of India Ltd | 3.47 | |
| Tech Mahindra Ltd | 3.42 | |
| Larsen & Toubro Ltd | 2.78 | |
| Grasim Industries Ltd | 2.78 | |
| Zee Entertainment... | 2.49 | |
| Assets in Top 10 Holdings % | 49.04 | |
| Total Number of Equity Holdings | 43 | |
| Total Number of Bond Holdings | 0 | |
Operations
| Minimum Initial Purchase | 5,000 INR |
| Minimum Additional Purchase | 1,000 INR |
| Exit Load |
1.00% - 0-18 months 0.00% - >18 months |
Information is based on report published by AMC for the month of July 2018