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Moderate
Investment Objective
| Bench Mark | S&P TRI BSE Sensex |
| Fund Manager | Devang Shah |
| Fund Horizon | OPEN |
| Inception Date | 28-Mar-2012 |
| Scheme AUM(CR) | ` 1228.86 |
| Minimum SIP/LUMPSUM | ` 1000/ ` 1000 |
| Increment SIP/LUMPSUM | ` 1/ ` 1 |
| SIP Dates | 0 |
| Entry Load | Nil |
| 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 | 1.01 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | 0.26% | 2.23% |
| 3 Month | 1.49% | 9.82% |
| 6 Month | 4.39% | 3.85% |
| 1 Year | 6.70% | 15.45% |
| 3 Year | 6.67% | 16.79% |
| 5 Year | 7.71% | 9.90% |
| Since Inception | 8.55% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation
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