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Investment Objective
| Bench Mark | S&P BSE Sensex |
| Fund Manager | Devang Shah |
| Fund Horizon | OPEN |
| Inception Date | 05-Jul-2013 |
| Scheme AUM(CR) | ` 226.98 |
| Minimum SIP/LUMPSUM | ` 1000/ ` 1000 |
| Increment SIP/LUMPSUM | ` 1/ ` 1 |
| SIP Dates | 0 |
| Entry Load | If redeemed/swich out within 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% NIL - If redeemed/switch out after 12 months from the date of allotment. |
| Exit Load | If redeemed/swich out within 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% NIL - If redeemed/switch out after 12 months from the date of allotment. |
| Expense Ratio | 1.25 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | 1.47% | 1.84% |
| 3 Month | 1.41% | -4.01% |
| 6 Month | -2.07% | -0.97% |
| 1 Year | 0.70% | 3.18% |
| 3 Year | 5.06% | 10.05% |
| 5 Year | 6.73% | 6.92% |
| Since Inception | 8.83% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
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