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 (1.26%) 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 provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying medium term cycles which can impact the business fundamentals. This will be done through dynamic allocation between various themes and stocks at different stages of cycles in the economy.
