Mutual Fund

1. Description: An open-ended equity scheme aiming to generate long-term capital appreciation by investing in equity and equity-related securities of large-cap, mid-cap, and small-cap companies. ​ 

2. Asset Class: Equity​

3. Asset Sub-Class: Multi Cap (invests across large-cap, mid-cap, and small-cap stocks)​ 

4. XIRR: Not explicitly provided in the available sources​

5. 1-Year Return: 10.27% ​ 

6. 3-Year Return (CAGR): 22.04% ​ 

7. 5-Year Return (CAGR): Data not available as the fund was launched on December 10, 2021 ​

8. Expense Ratio: 1.70% for Regular Plan; 0.84% for Direct Plan ​ 

9. Minimum Investment Amount: ₹100 ​

10. Lock-in Period: None​

11. Exit Load: 1% if redeemed within 1 year ​

Additional Information:

• Fund Manager: Gopal Agrawal (since December 10, 2021) ​

• Assets Under Management (AUM): ₹14,650.92 Crores (as of March 21, 2025) ​

• Risk Level: Very High ​

Please note that past performance does not guarantee future results, and mutual fund investments are subject to market risks.