Membership Home Portfolio Mutual Funds Equities Personal Finance Tools Archives Videos Adviser Ask Morningstar NEW

Growth of 10,000

03/31/2007 – 03/08/2012

Performance

 YTD1 Mo1 Yr 3 Yr *5 Yr *10 Yr *
Growth of 10,0008,7719,0749,475 15,157 28,921 — 
Fund-12.29-9.26-5.25 14.87 23.66  
+/- S&P BSE Midcap TR INR6.841.934.38 4.37 2.74  
+/- Category    
% Rank in Cat——— — — — 
# of Funds in Cat——— — — — 
* Annualized returns.
Data as of 10/12/2018. Currency is displayed in INR.

Top Holdings

  Weight %Last PriceDay Chg % 52-Week Range
 
Mphasis Ltd4.801119.85INR2.37
637.00 - 1278.00
 
Glenmark Pharmaceuticals Ltd3.50607.90INR-1.15
483.60 - 711.55
 
MRF Ltd3.1963549.65INR0.68
59494.60 - 81423.00
 
Automotive Axles Ltd3.171209.90INR0.85
884.25 - 1826.40
 
Yes Bank Ltd3.04248.00INR0.10
166.15 - 404.00
 % Assets in Top 5 Holdings17.70 
Increase
Decrease
New to Portfolio

Portfolio Date :09/30/2018, Price data delayed 15 ~ 30 minutes

Asset Allocation

Cash 12.64%
Stock 86.78%
Bond 0.00%
Other 0.59%
As of 09/30/2018

Morningstar Risk Measures

Risk vs.Category* (16) Avg  
Return vs.Category* (16) High  
*5 Year Ranking
Low Avg High

Style Map

Weighted Average of holdings

75% of fund's stock holdings


STOCKS
MUTUAL FUNDS
ADITYABIRLAAXISBARODABNPBOIAXACANARADHFLPRAMERICADSPBLACKROCKEDELWEISSESCORTSESSELFRANKLINTEMPLETONHDFCHSBCICICIIDBIIDFCIIFLINDIABULLSINVESCOJMKOTAKLICLNTMAHINDRAMIRAEMOTILALPPFASPRINCIPALPNBQUANTUMRELIANCENIPPONSAHARASBISHRIRAMSUNDARAMTATATAURUSUNIONUTI
INSURANCE FUNDS
AEGONRELIGAREAVIVABAJAJALLIANZBHARTIAXABIRLASUNLIFECANARAHSBCORIENTBANKDHFLPRAMERICAEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALIDBIFEDERALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFERELIANCESAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA
SitemapContactFeedbackGlossaryMethodologyEventsIMOInvesting MastermindLicensing OpportunitiesAffiliateCareersCSR PolicyTerms of Use
© Copyright 2017 Morningstar, Inc. All rights reserved. Please read our Terms of Use above.
Company: Morningstar India Private Limited; Regd. Office: 9th floor, Platinum Technopark, Plot No. 17/18, Sector 30A, Vashi, Navi Mumbai – 400705, Maharashtra, India; CIN: U72300MH2004PTC245103; Telephone No.: +91-22-61217100; Fax No.: +91-22-61217200; Contact: Morningstar India Help Desk (e-mail: helpdesk.in@morningstar.com) in case of queries or grievances.
Top
Mutual Fund Tools
Feedback