Mutual Fund

1. Description:

   • Invests in a concentrated portfolio of up to 30 stocks across large, mid, and small-sized companies.

   • Focuses on macroeconomic factors and company fundamentals to identify strong growth opportunities.

2. Asset Class: Equity

3. Asset Sub-Class: Focused Fund

4. XIRR (Since Inception): ~14.10%

5. Return Rate:

   • 1-Year: 18.06%

   • 3-Year: 15.17%

   • 5-Year: 15.52%

6. CAGR (Since Inception): ~14.10%

7. Expense Ratio: 0.99% (Direct Plan, as of Dec 31, 2024)

8. Minimum Investment Amount: ₹100 (Both lump sum & SIP)

9. Lock-in Period: None

10. Exit Load: 1% if redeemed within 1 month

(Note: Returns are market-dependent and may change over time. Always check the latest fund details before investing.)