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Investment Objective
| Bench Mark | S&P BSE Sensex |
| Fund Manager | Raju Sharma |
| Fund Horizon | OPEN |
| Inception Date | 21-Dec-2012 |
| Scheme AUM(CR) | ` 32.85 |
| Minimum SIP/LUMPSUM | ` 500/ ` 1000 |
| Increment SIP/LUMPSUM | ` 0/ ` 1 |
| SIP Dates | 1,5,10,15,20,25 |
| Entry Load | 0.50% - For exit (repurchase/switch-out/transfer) within 30 days from the date of allotment. Nil - For exit (repurchase/switch-out/transfer) above 30 days from the date of allotment. |
| Exit Load | 0.50% - For exit (repurchase/switch-out/transfer) within 30 days from the date of allotment. Nil - For exit (repurchase/switch-out/transfer) above 30 days from the date of allotment. |
| Expense Ratio | 1.5 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | 0.06% | -2.24% |
| 3 Month | 1.52% | -6.36% |
| 6 Month | 5.27% | -4.02% |
| 1 Year | 13.50% | -1.95% |
| 3 Year | 4.57% | 8.49% |
| 5 Year | 6.83% | 6.16% |
| Since Inception | 6.97% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
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