Moderate
Investment Objective
Bench Mark | S&P TRI BSE Sensex |
Fund Manager | Sachin Padwal Desai |
Fund Horizon | OPEN |
Inception Date | 07-Dec-2001 |
Scheme AUM(CR) | ` 239.06 |
Minimum SIP/LUMPSUM | ` 500/ ` 500 |
Increment SIP/LUMPSUM | ` 1/ ` 0 |
SIP Dates | 1,7,10,20,25 |
Entry Load | NIL |
Exit Load | NIL |
Expense Ratio | 1.08 |
Asset Allocation
Performance
Period | Returns | BenchMark |
---|---|---|
1 Month | -1.04% | 2.23% |
3 Month | -1.00% | 9.82% |
6 Month | 1.26% | 3.85% |
1 Year | 7.14% | 15.45% |
3 Year | 2.91% | 16.79% |
5 Year | 6.13% | 9.90% |
Since Inception | 8.45% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation