Moderate
Investment Objective
Bench Mark | S&P BSE Sensex |
Fund Manager | Devang Shah |
Fund Horizon | OPEN |
Inception Date | 01-Jan-2013 |
Scheme AUM(CR) | ` 46.57 |
Minimum SIP/LUMPSUM | ` 1000/ ` 1000 |
Increment SIP/LUMPSUM | ` 1/ ` 1 |
SIP Dates | 29,30,31 |
Entry Load | Nil |
Exit Load | Nil |
Expense Ratio | 0.2 |
Asset Allocation
Performance
Period | Returns | BenchMark |
---|---|---|
1 Month | 0.07% | 0.35% |
3 Month | 0.32% | 9.00% |
6 Month | 5.72% | 1.77% |
1 Year | 12.95% | 15.81% |
3 Year | 6.10% | 14.82% |
5 Year | 8.13% | 7.81% |
Since Inception | 7.75% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation