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Investment Objective
| Bench Mark | S&P BSE Sensex |
| Fund Manager | Jay Kothari |
| Fund Horizon | OPEN |
| Inception Date | 03-Jan-2013 |
| Scheme AUM(CR) | ` 328.22 |
| 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 | 1.76 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | -0.63% | 1.84% |
| 3 Month | 15.94% | -4.01% |
| 6 Month | 25.44% | -0.97% |
| 1 Year | 36.29% | 3.18% |
| 3 Year | -0.53% | 10.05% |
| 5 Year | 5.38% | 6.92% |
| Since Inception | -3.29% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation
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