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Investment Objective
| Bench Mark | S&P BSE Sensex |
| Fund Manager | Gautam Kaul |
| Fund Horizon | OPEN |
| Inception Date | 08-Feb-2013 |
| Scheme AUM(CR) | ` 17.93 |
| Minimum SIP/LUMPSUM | ` 300/ ` 500 |
| Increment SIP/LUMPSUM | ` 1/ ` 1 |
| SIP Dates | ANY |
| Entry Load | 10% of the units allotted shall be redeemed without any Exit Load on or before completion of 12 months from the date of allotment of units. 0.50% - If redeemed or switched out on or before completion of 12 months from the date of allotment of units. Nil - If redeemed or switched out after completion of 12 months from the date of allotment of units. |
| Exit Load | 10% of the units allotted shall be redeemed without any Exit Load on or before completion of 12 months from the date of allotment of units. 0.50% - If redeemed or switched out on or before completion of 12 months from the date of allotment of units. Nil - If redeemed or switched out after completion of 12 months from the date of allotment of units. |
| Expense Ratio | 0.1 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | 0.64% | 1.32% |
| 3 Month | 2.47% | 11.28% |
| 6 Month | 3.88% | 3.16% |
| 1 Year | 0.00% | 13.64% |
| 3 Year | 0.00% | 15.67% |
| 5 Year | 6.53% | 7.46% |
| Since Inception | 7.27% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation
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