Growth of 10,000

Returns

2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Investment
N/A
N/A
N/A
N/A
N/A
N/A
-9.65
3.66
22.10
36.84
-3.83
Category
41.04
-0.69
63.86
7.30
9.59
42.42
-10.54
-3.46
18.64
41.42
N/A
Index
32.15
7.19
34.31
0.99
3.19
36.29
-2.11
9.69
19.99
32.84
N/A
Quartile Rank
—
—
—
—
—
—
Quartile Rank is first
Quartile Rank is first
Quartile Rank is first
Quartile Rank is third
—
Percentile Rank
—
—
—
—
—
—
20
8
22
62
—
# of Invest. in Cat.
17
17
17
17
16
16
16
15
15
19
—
Category Name
—
—
—
—
—
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap

Asset Allocation

Asset Class Investment Category Index
Equity 97.68 93.98 100.00
Fixed Income 0.00 0.05 0.00
Preferred 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Cash 1.68 6.59 0.00
Other 0.64 0.03 0.00
Investment as of Mar 31, 2025 | Category: Mid-Cap as of Mar 31, 2025 | Index: Morningstar India GR INR as of Apr 30, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Mar 16, 2017
Number of Managers
1
Longest Tenure
8.2 Years
Average Tenure
8.2 Years
Advisor(s)
Exide Life Insurance Company Limited

Management Team

Shyamsunder Bhat
Mar 16, 2017 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
69 0
Bond Holding
0 0
Other Holding
3 0
Total Holding
72 0
Equity Holdings
69
Bond Holdings
0
Other Holdings
3
Total Holdings
72
% Assets in Top 10 Holdings
32
Reported Turnover %
—
As of —
Women Directors %
19
Women Executives %
5
Holdings
% Portfolio Weight
First Bought
Market Value as of Mar 31, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
Others
6.99 Mar 31, 2025 57,082,367
—
— — — — — — —
Max Healthcare Institute Ltd Ordinary Shares
3.52 Aug 31, 2023 28,745,341
INR Indian Rupee
38.36 — — — Healthcare
Indian Hotels Co Ltd
3.37 Mar 31, 2025 27,520,397
INR Indian Rupee
33.39 51.02 — — Consumer Cyclical
Bombay Cycle & Motor Agency Ltd
2.77 Apr 30, 2024 22,620,623
INR Indian Rupee
13.68 — — — Industrials
Coforge Ltd
2.71 Jan 31, 2023 22,130,646
INR Indian Rupee
77.95 — — — Technology
Persistent Systems Ltd
2.68 Nov 30, 2022 21,885,657
INR Indian Rupee
62.33 — — — Technology
Max Financial Services Ltd
2.55 Mar 31, 2021 20,824,040
INR Indian Rupee
29.11 — — — Financial Services
Cummins India Ltd
2.40 Apr 30, 2023 19,599,096
INR Indian Rupee
-18.50 — — — Industrials
The Federal Bank Ltd
2.40 Feb 29, 2024 19,599,096
INR Indian Rupee
19.51 — — — Financial Services
Lupin Ltd
2.39 Nov 30, 2022 19,517,433
INR Indian Rupee
25.13 — — — Healthcare
Holdings as of Mar 31, 2025 | The top 72 largest holdings are available for display across Equity, Bond and Other.

STOCKS
MUTUAL FUNDS
ADITYABIRLAAXISBajajBANDHANBARODABNPBOICANARADSPEDELWEISSFRANKLINTEMPLETONGROWWHDFCHELIOSHSBCICICIIIFLINVESCOITIJMKOTAKLICMahindraManulifeMIRAEMOTILALNAVINipponNJOldBridgePGIMPPFASQUANTQUANTUMSAMCOSBISHRIRAMSUNDARAMTATATAURUSTrustUNIONUTIWhiteOakZERODHA
INSURANCE FUNDS
ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

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