Moderately High
Investment Objective
Bench Mark | S&P BSE 100 TRI |
Fund Manager | Cheenu Gupta |
Fund Horizon | OPEN |
Inception Date | 02-Jan-2013 |
Scheme AUM(CR) | ` 988.1 |
Minimum SIP/LUMPSUM | ` 500/ ` 500 |
Increment SIP/LUMPSUM | ` 1/ ` 1 |
SIP Dates | 1,5,15,20,25 |
Entry Load | |
Exit Load | NIL |
Expense Ratio | 1.38 |
Asset Allocation
Performance
Period | Returns | BenchMark |
---|---|---|
1 Month | 0.19% | 1.77% |
3 Month | 9.10% | 8.49% |
6 Month | 0.47% | 1.72% |
1 Year | 10.39% | 11.10% |
3 Year | 14.16% | 14.30% |
5 Year | 9.20% | 9.42% |
Since Inception | 12.89% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation