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Moderate
Investment Objective
| Bench Mark | S&P TRI BSE Sensex |
| Fund Manager | Bhupesh Kalyani |
| Fund Horizon | OPEN |
| Inception Date | 03-Mar-2014 |
| Scheme AUM(CR) | ` 60.38 |
| Minimum SIP/LUMPSUM | ` 500/ ` 1000 |
| Increment SIP/LUMPSUM | ` 0/ ` 1 |
| SIP Dates | 1,5,10,15,20,25 |
| Entry Load | Nil |
| Exit Load | 1.00% on (Redemption/Switch-out/Transfer/SWP) within 12 months from the date of allotment. Nil - on (Redemption/Switch-out/Transfer/SWP) after 12 months from the date of allotment. |
| Expense Ratio | 1.38 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | -0.36% | 2.23% |
| 3 Month | -3.05% | 9.82% |
| 6 Month | -1.68% | 3.85% |
| 1 Year | -5.12% | 15.45% |
| 3 Year | 1.61% | 16.79% |
| 5 Year | 4.41% | 9.90% |
| Since Inception | 5.29% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
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