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Moderately High
Investment Objective
| Bench Mark | Nifty 50 TRI |
| Fund Manager | R Sivakumar |
| Fund Horizon | OPEN |
| Inception Date | 23-Aug-2010 |
| Scheme AUM(CR) | ` 279.09 |
| 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 | 2.34 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | -0.03% | 1.11% |
| 3 Month | 8.25% | 9.21% |
| 6 Month | 7.09% | 1.40% |
| 1 Year | 15.16% | 13.01% |
| 3 Year | 10.04% | 15.09% |
| 5 Year | 7.52% | 9.19% |
| Since Inception | 8.35% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
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