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Investment Objective
| Bench Mark | S&P BSE Sensex |
| Fund Manager | Malay Shah |
| Fund Horizon | OPEN |
| Inception Date | 02-Jan-2013 |
| Scheme AUM(CR) | ` 46.27 |
| Minimum SIP/LUMPSUM | ` 500/ ` 500 |
| Increment SIP/LUMPSUM | ` 1/ ` 1 |
| SIP Dates | 1,5,10,15,20,25 |
| Entry Load | NIL |
| Exit Load | NIL |
| Expense Ratio | 0.29 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | 0.55% | 1.84% |
| 3 Month | 1.92% | -4.01% |
| 6 Month | 4.30% | -0.97% |
| 1 Year | 8.61% | 3.18% |
| 3 Year | 8.18% | 10.05% |
| 5 Year | 8.73% | 6.92% |
| Since Inception | 8.88% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation
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