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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) | ` 269.62 |
| 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 | 0.52% | -3.37% |
| 3 Month | -1.11% | -5.44% |
| 6 Month | -1.10% | 1.35% |
| 1 Year | 2.54% | -4.27% |
| 3 Year | 5.06% | 9.45% |
| 5 Year | 6.54% | 6.78% |
| Since Inception | 7.82% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation
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