Moderate
Investment Objective
Bench Mark | S&P BSE Sensex |
Fund Manager | Puneet Pal |
Fund Horizon | OPEN |
Inception Date | 10-Jun-2013 |
Scheme AUM(CR) | ` 84.1 |
Minimum SIP/LUMPSUM | ` 500/ ` 100 |
Increment SIP/LUMPSUM | ` 0/ ` 0 |
SIP Dates | 1,7,10,15,21,25,28 |
Entry Load | Nil |
Exit Load | 0.50% if redeemed / switched-out on or before 6 months from the date of allotment. Nil if redeemed / switched-out after 6 months from the date of allotment. |
Expense Ratio | 1.32 |
Asset Allocation
Performance
Period | Returns | BenchMark |
---|---|---|
1 Month | -0.48% | 0.35% |
3 Month | 1.02% | 9.00% |
6 Month | 12.95% | 1.77% |
1 Year | -0.32% | 15.81% |
3 Year | 3.87% | 14.82% |
5 Year | 5.98% | 7.81% |
Since Inception | 6.65% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation