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Investment Objective
| Bench Mark | S&P BSE Sensex |
| Fund Manager | Bhupesh Kalyani |
| Fund Horizon | OPEN |
| Inception Date | 03-Sep-2010 |
| Scheme AUM(CR) | ` 258.02 |
| Minimum SIP/LUMPSUM | ` 500/ ` 1000 |
| Increment SIP/LUMPSUM | ` 0/ ` 1 |
| SIP Dates | 5,15,25 |
| Entry Load | Nil |
| Exit Load | Nil |
| Expense Ratio | 0.77 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | 5.02% | -2.24% |
| 3 Month | 11.05% | -6.36% |
| 6 Month | 3.23% | -4.02% |
| 1 Year | 7.07% | -1.95% |
| 3 Year | 6.59% | 8.49% |
| 5 Year | 7.44% | 6.16% |
| Since Inception | 8.33% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
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