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Investment Objective
| Bench Mark | S&P BSE 500 TRI |
| Fund Manager | Anil Shah |
| Fund Horizon | OPEN |
| Inception Date | 05-Aug-2005 |
| Scheme AUM(CR) | ` 1066 |
| Minimum SIP/LUMPSUM | ` 1000/ ` 1000 |
| Increment SIP/LUMPSUM | ` 0/ ` 0 |
| SIP Dates | ANY |
| Entry 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. |
| 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 | 2.58 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | -2.28% | -5.38% |
| 3 Month | 0.95% | -1.81% |
| 6 Month | 4.97% | 3.46% |
| 1 Year | -4.55% | -6.13% |
| 3 Year | 8.82% | 8.43% |
| 5 Year | 14.13% | 8.70% |
| Since Inception | 15.91% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation
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