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Moderate
Investment Objective
| Bench Mark | S&P BSE Sensex |
| Fund Manager | Rahul Goswami |
| Fund Horizon | OPEN |
| Inception Date | 28-Mar-2003 |
| Scheme AUM(CR) | ` 7444 |
| Minimum SIP/LUMPSUM | ` 100/ ` 500 |
| Increment SIP/LUMPSUM | ` 1/ ` 1 |
| SIP Dates | ANY |
| Entry Load | Nil |
| Exit Load | Nil - W.E.F.(May 19, 2012) no exit load shall be charged under the Scheme for all redemptions/switch outs. |
| Expense Ratio | 1.34 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | 0.57% | 1.16% |
| 3 Month | 2.00% | 9.37% |
| 6 Month | 4.29% | 2.07% |
| 1 Year | 8.44% | 13.42% |
| 3 Year | 7.06% | 15.24% |
| 5 Year | 7.58% | 8.21% |
| Since Inception | 7.05% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation
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