An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit.

To provide capital growth along with tax rebate and tax relief to our investors through prudent investments in the stock markets. However, there is no assurance that the investment objective of the schemes will be realized.

  • Investors who would like to participate in equity market and also want to avail tax exemption u/s 80C.
  • Investors looking for capital appreciation with long-term investment horizon.
  • Investors who have a moderately high-risk appetite.
  • Investors who have an investment horizon of more than 3 years.

This product is suitable for investors who are seeking.

  • Long Term Capital Growth.
  • Investing in equity and equity related securities.
  • Risk - Very High.

Investors should consult their financial advisors if in doubt about whether the product is suitable for them.

Top holding where the fund has invested ( As on 30-Jun-2024 )
  • ICICI Bank Ltd.7.09 %

  • HDFC Bank Ltd.6.69 %

  • Shakti Pumps (India) Ltd.4.74 %

  • Trent Ltd.3.43 %

  • State Bank of India3.39 %

  • Cholamandalam Investment & Fin Co Ltd.3.03 %

  • Infosys Ltd.2.79 %

  • Axis Bank Ltd.2.75 %

  • ABB India Ltd.2.37 %

  • Kirloskar Oil Engines Ltd.2.13 %

Monthly Portfolio  /  Fortnightly Portfolio Download      Half Yearly Portfolio
Portfolio Composition (As of 30-Jun-2024)
Sector Allocation As % Of Nav (As of 30-Jun-2024)

Fund Information

  • Inception : 31/03/1997
  • Entry Load : Not Applicable
  • Exit Load : NIL (subject to lock   ...more

  • Lumpsum
  • SIP

Fund Documents

Fund Documents Documents PDF
Fact Sheet pdf-icon
Scheme Information Document pdf-icon
KIM and Application form pdf-icon
Product Leaflet pdf-icon
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