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Investment Objective
| Bench Mark | S&P BSE Sensex |
| Fund Manager | Anurag Mittal |
| Fund Horizon | OPEN |
| Inception Date | 02-Jan-2013 |
| Scheme AUM(CR) | ` 190.66 |
| Minimum SIP/LUMPSUM | ` 100/ ` 500 |
| Increment SIP/LUMPSUM | ` 1/ ` 1 |
| SIP Dates | 10 |
| Entry 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. |
| 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 | 1.31 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | 1.20% | 1.84% |
| 3 Month | 1.32% | -4.01% |
| 6 Month | 3.63% | -0.97% |
| 1 Year | 8.34% | 3.18% |
| 3 Year | 6.84% | 10.05% |
| 5 Year | 8.52% | 6.92% |
| Since Inception | 9.20% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
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