The total investment over the period would have been ₹19 lakh, translating into an XIRR of 18.44%.
The open-ended equity scheme, which invests in large-cap and mid-cap stocks, was launched on July 9, 2010.
According to the fund house, a one-time investment of ₹10,000 made at inception in the fund’s Regular Plan-Growth option would have grown to ₹1,50,690 as of May 31, 2026.
Over the same period, an equivalent investment in the scheme’s benchmark would have grown to ₹76,908.
The fund delivered a compound annual growth rate (CAGR) of 18.85% over the last 15 years, compared with 14.60% for its scheme benchmark, the Nifty LargeMidcap 250 TRI, and 11.22% for the additional benchmark, the BSE Sensex TRI, the fund house said.
As of May 31, 2026, the fund managed assets worth ₹42,792.20 crore. It is managed by Neelesh Surana, who has been associated with the scheme since inception, and Ankit Jain, who joined as co-fund manager in January 2019.
The scheme seeks to generate income and capital appreciation by investing primarily in Indian large-cap and mid-cap equities and related securities.
The fund house said the portfolio may also invest in other Indian equity and equity-related securities to optimise portfolio construction.
It added that the scheme does not guarantee returns and there is no assurance that its investment objective will be achieved.
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