Strengths and Weaknesses

Low historical risk-adjusted returns as indicated by two distinct financial risk measures.

Limited ability to outperform the benchmark.

During periods of market volatility, this fund's risk management strategy falls short of providing adequate protection to investors.

The expense ratio for the fund is 1.37%, which is higher than the category average of 0.92%.

Who should invest?

Seeking low-volatility funds. Looking for funds with high dividend yields.

Who should avoid?

Prioritising long-term aggressive investments over dividends.

This analysis is updated as on March 2025.

Disclaimer

The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.

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Did you know?

Nearly 60% of mutual fund equity AUM is invested in Nifty 50 stocks. This means a significant portion of your investment may overlap with these stocks, potentially harming your portfolio due to overdiversification.

Investing in a direct plan could potentially yield an additional annual return of around 1%.

Most mutual fund schemes are unable to maintain their top-ranking position in terms of returns from year to year. Therefore, it's not advisable to make investment decisions solely based on past performance.

Opting for passive funds (Index funds) over active funds presents a superior choice. These funds not only come with minimal fees but also demonstrate consistent outperformance, particularly in the large cap category.