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Investment Objective
| Bench Mark | S&P BSE 200 TRI |
| Fund Manager | Anoop Bhaskar |
| Fund Horizon | OPEN |
| Inception Date | 02-Jan-2013 |
| Scheme AUM(CR) | ` 2677.86 |
| Minimum SIP/LUMPSUM | ` 100/ ` 500 |
| Increment SIP/LUMPSUM | ` 1/ ` 1 |
| SIP Dates | 10 |
| Entry Load | 1.00% - If redeemed/switched out within 365 days from the date of allotment. Nil - If Redeemed/switched out after 365 days from the date of allotment. |
| Exit Load | 1.00% - If redeemed/switched out within 365 days from the date of allotment. Nil - If Redeemed/switched out after 365 days from the date of allotment. |
| Expense Ratio | 0.85 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | 5.10% | 3.14% |
| 3 Month | -2.57% | -3.42% |
| 6 Month | -2.11% | -1.66% |
| 1 Year | -3.79% | 0.63% |
| 3 Year | 7.89% | 9.30% |
| 5 Year | 10.02% | 8.71% |
| Since Inception | 11.26% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
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