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Moderate
Investment Objective
| Bench Mark | S&P BSE Sensex |
| Fund Manager | Girish Hisaria |
| Fund Horizon | OPEN |
| Inception Date | 02-Jan-2013 |
| Scheme AUM(CR) | ` 108.89 |
| Minimum SIP/LUMPSUM | ` 1000/ ` 1000 |
| Increment SIP/LUMPSUM | ` 1/ ` 1 |
| SIP Dates | 1,5,15,20,25 |
| Entry Load | Nil |
| Exit Load | 0.50% - If redeemed / switched out within 6 months from the date of allotment. Nil - If redeemed / switched out after 6 months from the date of allotment. |
| Expense Ratio | 0.9 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | -0.18% | 2.23% |
| 3 Month | 0.35% | 9.70% |
| 6 Month | 3.64% | 3.19% |
| 1 Year | 9.61% | 14.14% |
| 3 Year | 5.81% | 15.38% |
| 5 Year | 7.84% | 8.46% |
| Since Inception | 8.87% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation
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