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Investment Objective
| Bench Mark | S&P BSE Sensex |
| Fund Manager | Puneet Pal |
| Fund Horizon | OPEN |
| Inception Date | 10-Jun-2013 |
| Scheme AUM(CR) | ` 115.84 |
| Minimum SIP/LUMPSUM | ` 500/ ` 100 |
| Increment SIP/LUMPSUM | ` 0/ ` 0 |
| SIP Dates | 1,7,10,15,21,25,28 |
| Entry 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. |
| 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 | 4.24% | -3.37% |
| 3 Month | -4.60% | -5.44% |
| 6 Month | -4.35% | 1.35% |
| 1 Year | -1.37% | -4.27% |
| 3 Year | 3.97% | 9.45% |
| 5 Year | 6.17% | 6.78% |
| Since Inception | 6.52% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation
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