Moderate
Investment Objective
Bench Mark | S&P BSE Sensex |
Fund Manager | Suyash Choudhary |
Fund Horizon | OPEN |
Inception Date | 14-Jul-2000 |
Scheme AUM(CR) | ` 679.72 |
Minimum SIP/LUMPSUM | ` 1000/ ` 500 |
Increment SIP/LUMPSUM | ` 1/ ` 1 |
SIP Dates | 10 |
Entry Load | Nil |
Exit Load | If redeemed/switched out within 365 days from the date of allotment. For 10% of investment:NIL - For remaining investment:1.00% Nil - If redeemed/switched out after 365 days from the date of allotment. |
Expense Ratio | 1.88 |
Asset Allocation
Performance
Period | Returns | BenchMark |
---|---|---|
1 Month | -1.27% | 2.23% |
3 Month | -0.91% | 9.70% |
6 Month | 3.16% | 3.19% |
1 Year | 8.72% | 14.14% |
3 Year | 5.71% | 15.38% |
5 Year | 7.18% | 8.46% |
Since Inception | 8.13% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation