Moderate
Investment Objective
Bench Mark | S&P BSE Sensex |
Fund Manager | Nitish Gupta |
Fund Horizon | OPEN |
Inception Date | 03-Jan-2013 |
Scheme AUM(CR) | ` 47.33 |
Minimum SIP/LUMPSUM | ` 1000/ ` 1000 |
Increment SIP/LUMPSUM | ` 100/ ` 100 |
SIP Dates | ANY |
Entry Load | NIL |
Exit Load | Nil |
Expense Ratio | 0.55 |
Asset Allocation
Performance
Period | Returns | BenchMark |
---|---|---|
1 Month | 0.48% | 2.23% |
3 Month | 2.08% | 9.70% |
6 Month | -12.53% | 3.19% |
1 Year | -12.86% | 14.14% |
3 Year | -0.27% | 15.38% |
5 Year | 3.91% | 8.46% |
Since Inception | 5.41% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation