FUND FACTS
inception: March 2006 category: Equity Large & Mid Cap type: Open-ended aum: Rs 335.11 crore benchmark index: S&P BSE TRI-Sensex
WHAT IT COSTS
nav: Rs 36.64 (G), Rs 36.95 (D) min investment: Rs 500 min sip amount: Rs 500 expense ratio: 1.25% (as on 31/03/2014) exit load: 4%
WHY INVEST IN IT?
The fund is an exceptional performer. Its low expense ratio gives it an edge over its peers. It has stayed in the top quartile of its category almost throughout its history. The fund has had a weak last year, but we remain convinced about its worthiness as a quality long-term investment. This fund has a genuine long-term approach. The fund manager-Atul Kumar- buys stocks at the right time, buys them out of conviction and his decisions have borne fruits for the fund. The fund manager says that he doesn't worry about extreme near-term performance. His goal is to provide the fund's investors with consistent long-term returns.
MEET THE FUND MANAGER
Atul kumar has more than 9 years of experience in the consulting and financial services industry. He has done B.com and PGDBM from ICFAI.
