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Investment Objective
| Bench Mark | S&P BSE Sensex |
| Fund Manager | Bhupesh Kalyani |
| Fund Horizon | OPEN |
| Inception Date | 03-Mar-2014 |
| Scheme AUM(CR) | ` 70.33 |
| Minimum SIP/LUMPSUM | ` 500/ ` 1000 |
| Increment SIP/LUMPSUM | ` 0/ ` 1 |
| SIP Dates | 1,5,10,15,20,25 |
| Entry Load | 0.75 - If the units are redeemed / switched out on or before 12 months from the date of allotment. Nil - if the units are redeemed / switched out after 12 months from the date of allotment. |
| Exit Load | 0.75 - If the units are redeemed / switched out on or before 12 months from the date of allotment. Nil - if the units are redeemed / switched out after 12 months from the date of allotment. |
| Expense Ratio | 1.49 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | -0.22% | 1.84% |
| 3 Month | 0.89% | -4.01% |
| 6 Month | -4.49% | -0.97% |
| 1 Year | -0.89% | 3.18% |
| 3 Year | 3.21% | 10.05% |
| 5 Year | 5.57% | 6.92% |
| Since Inception | 6.05% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
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