Moderately High
Investment Objective
Bench Mark | S&P TRI BSE Sensex |
Fund Manager | Anurag Mittal |
Fund Horizon | OPEN |
Inception Date | 02-Jan-2013 |
Scheme AUM(CR) | ` 201.2 |
Minimum SIP/LUMPSUM | ` 100/ ` 500 |
Increment SIP/LUMPSUM | ` 1/ ` 1 |
SIP Dates | 10 |
Entry Load | Nil |
Exit Load | For 10% of investment : Nil For remaining investment: 1% 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 | 1.29 |
Asset Allocation
Performance
Period | Returns | BenchMark |
---|---|---|
1 Month | 0.22% | 2.23% |
3 Month | 3.03% | 9.82% |
6 Month | 4.02% | 3.85% |
1 Year | 9.15% | 15.45% |
3 Year | 7.06% | 16.79% |
5 Year | 8.10% | 9.90% |
Since Inception | 9.26% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation