Investment Objective
Bench Mark | S&P BSE Sensex |
Fund Manager | Vikram Chopra |
Fund Horizon | OPEN |
Inception Date | 02-Jan-2013 |
Scheme AUM(CR) | ` 899.08 |
Minimum SIP/LUMPSUM | ` 500/ ` 500 |
Increment SIP/LUMPSUM | ` 0/ ` 0 |
SIP Dates | 1,7,14,21,28 |
Entry Load | Nil |
Exit Load | Nil |
Expense Ratio | 0.44 |
Asset Allocation
Performance
Period | Returns | BenchMark |
---|---|---|
1 Month | 0.75% | 1.32% |
3 Month | 3.95% | 11.28% |
6 Month | 11.46% | 3.16% |
1 Year | 12.51% | 13.64% |
3 Year | 5.72% | 15.67% |
5 Year | 8.22% | 7.46% |
Since Inception | 8.81% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation