Moderate
Investment Objective
Bench Mark | S&P BSE Sensex |
Fund Manager | Dhawal Dalal |
Fund Horizon | OPEN |
Inception Date | 07-Jan-2013 |
Scheme AUM(CR) | ` 54.51 |
Minimum SIP/LUMPSUM | ` 300/ ` 500 |
Increment SIP/LUMPSUM | ` 1/ ` 1 |
SIP Dates | ANY |
Entry Load | Nil |
Exit Load | Nil |
Expense Ratio | 0.29 |
Asset Allocation
Performance
Period | Returns | BenchMark |
---|---|---|
1 Month | -0.44% | 1.16% |
3 Month | 0.13% | 9.37% |
6 Month | 4.46% | 2.07% |
1 Year | 13.41% | 13.42% |
3 Year | 7.35% | 15.24% |
5 Year | 8.07% | 8.21% |
Since Inception | 8.37% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation