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Investment Objective
| Bench Mark | S&P BSE Sensex |
| Fund Manager | Sachin Padwal Desai |
| Fund Horizon | OPEN |
| Inception Date | 07-Dec-2001 |
| Scheme AUM(CR) | ` 236.91 |
| Minimum SIP/LUMPSUM | ` 500/ ` 1000 |
| Increment SIP/LUMPSUM | ` 0/ ` 0 |
| SIP Dates | 1,7,10,20,25 |
| Entry Load | NIL |
| Exit Load | NIL |
| Expense Ratio | 0.97 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | -0.45% | 1.84% |
| 3 Month | 0.44% | -4.01% |
| 6 Month | 5.21% | -0.97% |
| 1 Year | 13.73% | 3.18% |
| 3 Year | 4.52% | 10.05% |
| 5 Year | 8.05% | 6.92% |
| Since Inception | 8.57% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation
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