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Investment Objective
| Bench Mark | S&P BSE 200 TRI |
| Fund Manager | Uma Venkatraman |
| Fund Horizon | OPEN |
| Inception Date | 10-Sep-2013 |
| Scheme AUM(CR) | ` 536.61 |
| Minimum SIP/LUMPSUM | ` 500/ ` 1000 |
| Increment SIP/LUMPSUM | ` 0/ ` 1 |
| SIP Dates | 1,5,10,15,20,25 |
| Entry Load | Nil |
| Exit Load | Nil |
| Expense Ratio | 2.47 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | -1.10% | -5.12% |
| 3 Month | 0.80% | -1.17% |
| 6 Month | 2.20% | 4.04% |
| 1 Year | -7.87% | -4.44% |
| 3 Year | 5.19% | 9.01% |
| 5 Year | 10.77% | 8.96% |
| Since Inception | 16.74% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation
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