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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
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