Mutual Fund

1. Description: An open-ended equity scheme aiming to generate long-term capital appreciation by investing predominantly in large-cap and mid-cap companies. The fund maintains a diversified portfolio with controlled exposure to different market capitalization segments to mitigate market cap bias risk. ​ 

2. Asset Class: Equity​

3. Asset Sub-Class: Large & Mid Cap​ 

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

5. 1-Year Return: 10.18% 

6. 3-Year Return (CAGR): 18.71% ​ 

7. 5-Year Return (CAGR): 30.04% ​ 

8. Expense Ratio: 1.68% for Regular Plan

9. Minimum Investment Amount: Not explicitly provided in the available sources​

10. Lock-in Period: None​

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

Additional Information:

• Fund Manager: Gopal Agrawal ​

• Assets Under Management (AUM): ₹21,526.58 Crores (as of February 2025)

• Risk Level: Very High ​

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