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Moderate
Investment Objective
| Bench Mark | S&P BSE Sensex |
| Fund Manager | Manish Banthia |
| Fund Horizon | OPEN |
| Inception Date | 28-Mar-2002 |
| Scheme AUM(CR) | ` 2888.01 |
| Minimum SIP/LUMPSUM | ` 100/ ` 500 |
| Increment SIP/LUMPSUM | ` 1/ ` 1 |
| SIP Dates | ANY |
| Entry Load | Nil |
| Exit Load | 0.25% - If units purchased or switched in from another Scheme of the Fund are redeemed or switched out within 1 month from the date of allotment. Nil - If units purchased or switched in from another Scheme of the Fund are redeemed or switched out after 1 month from the date of allotment. |
| Expense Ratio | 1.32 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | 0.06% | 2.23% |
| 3 Month | 0.97% | 9.70% |
| 6 Month | 3.86% | 3.19% |
| 1 Year | 9.09% | 14.14% |
| 3 Year | 6.50% | 15.38% |
| 5 Year | 8.35% | 8.46% |
| Since Inception | 8.21% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
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