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Investment Objective
| Bench Mark | S&P BSE Sensex |
| Fund Manager | Devang Shah |
| Fund Horizon | OPEN |
| Inception Date | 28-Mar-2012 |
| Scheme AUM(CR) | ` 1189.22 |
| 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 | 1.05 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | 0.55% | -4.55% |
| 3 Month | 0.86% | -0.12% |
| 6 Month | 2.92% | 5.22% |
| 1 Year | 7.01% | -0.83% |
| 3 Year | 7.22% | 10.00% |
| 5 Year | 8.84% | 7.19% |
| Since Inception | 8.63% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
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