Alert Message
OK
Alert Message
Confirmation
Are you sure to proceed this request?
High
Investment Objective
| Bench Mark | S&P BSE 500 TRI |
| Fund Manager | Anil Shah |
| Fund Horizon | OPEN |
| Inception Date | 05-Aug-2005 |
| Scheme AUM(CR) | ` 1345.11 |
| Minimum SIP/LUMPSUM | ` 1000/ ` 1000 |
| Increment SIP/LUMPSUM | ` 0/ ` 0 |
| SIP Dates | ANY |
| Entry Load | NIL |
| Exit Load | 1.00% - For redemption/switch-out of units within 365 days from the date of allotment. Nil - For redemption/switch-out of units after 365 days from the date of allotment. |
| Expense Ratio | 2.5 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | 1.73% | 1.57% |
| 3 Month | 11.09% | 8.28% |
| 6 Month | 8.45% | 1.29% |
| 1 Year | 13.99% | 9.13% |
| 3 Year | 15.45% | 13.06% |
| 5 Year | 12.86% | 9.36% |
| Since Inception | 16.50% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation
Support
TradeStation
