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Investment Objective
| Bench Mark | S&P BSE Sensex |
| Fund Manager | Arpit Kapoor |
| Fund Horizon | OPEN |
| Inception Date | 11-Feb-2010 |
| Scheme AUM(CR) | ` 37.04 |
| Minimum SIP/LUMPSUM | ` 1000/ ` 500 |
| Increment SIP/LUMPSUM | ` 1/ ` 1 |
| SIP Dates | 10 |
| Entry Load | 1.50% If redeemed/switched out within 18 months from the date of allotment. Nil If redeemed/switched out after 18 months from the date of allotment. |
| Exit Load | 1.50% If redeemed/switched out within 18 months from the date of allotment. Nil If redeemed/switched out after 18 months from the date of allotment. |
| Expense Ratio | 1.03 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | -2.01% | -4.55% |
| 3 Month | 0.21% | -0.12% |
| 6 Month | 2.86% | 5.22% |
| 1 Year | -0.35% | -0.83% |
| 3 Year | 5.51% | 10.00% |
| 5 Year | 7.67% | 7.19% |
| Since Inception | 8.72% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation
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