Investment Objective
Bench Mark | S&P BSE Sensex |
Fund Manager | Jay Kothari |
Fund Horizon | OPEN |
Inception Date | 15-Jan-2013 |
Scheme AUM(CR) | ` 244.85 |
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 | 1.68 |
Asset Allocation
Performance
Period | Returns | BenchMark |
---|---|---|
1 Month | 1.50% | -0.06% |
3 Month | 5.54% | 9.37% |
6 Month | 14.83% | 2.32% |
1 Year | 13.84% | 14.54% |
3 Year | 13.45% | 15.29% |
5 Year | 11.18% | 7.54% |
Since Inception | 15.32% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation