Since this is a relatively new scheme (less than 3 years), we do not have sufficient data to conduct meaningful performance analysis
Expense ratio of the scheme (1.36%) is roughly in line with average expense ratio of the category (1.24%), excluding index funds and ETFs
This measures the relative expense of the scheme with respect to average expense ratio of the category. Investors should always prefer schemes with lower expense, everything else remaining the same
What is Expense ratio?
The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related securities with a focus on navigating business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. There is no assurance that the investment objective of the Scheme will be achieved.
