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Moderately High
Investment Objective
| Bench Mark | Nifty 500 TRI |
| Fund Manager | Vinay Kulkarni |
| Fund Horizon | OPEN |
| Inception Date | 17-Sep-2004 |
| Scheme AUM(CR) | ` 506.79 |
| Minimum SIP/LUMPSUM | ` 300/ ` |
| Increment SIP/LUMPSUM | ` 0/ ` |
| SIP Dates | 0 |
| Entry Load | NIL |
| Exit Load | 1.00% - If Units are redeemed / switched-out within 1 years from the date of allotment. Nil - If Units are redeemed / switched-out after 1 years from the date of allotment. |
| Expense Ratio | 2.56 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | -0.62% | 1.57% |
| 3 Month | 5.03% | 8.29% |
| 6 Month | -2.91% | 1.13% |
| 1 Year | 5.28% | 9.14% |
| 3 Year | 6.45% | 12.97% |
| 5 Year | 5.63% | 9.26% |
| Since Inception | 14.32% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
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