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Moderately High
Investment Objective
| Bench Mark | S&P BSE 500 TRI |
| Fund Manager | Amit Ganatra |
| Fund Horizon | OPEN |
| Inception Date | 02-Jan-2013 |
| Scheme AUM(CR) | ` 4485.61 |
| Minimum SIP/LUMPSUM | ` 500/ ` 1000 |
| Increment SIP/LUMPSUM | ` 1/ ` 1 |
| SIP Dates | 3,10,15,20,25 |
| Entry Load | NIL |
| Exit Load | if units are redeemed/switched out within 1 year from the date of allotment: if upto 10% of units allotted are redeemed / switched out - Nil any redemption / switch-out of units in excess of 10% of units allotted - 1%. if units are redeemed/switched out after 1 year from the date of allotment, no exit load is payable. |
| Expense Ratio | 0.97 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | 1.94% | 1.57% |
| 3 Month | 7.19% | 8.28% |
| 6 Month | 1.08% | 1.29% |
| 1 Year | 6.72% | 9.13% |
| 3 Year | 14.98% | 13.06% |
| 5 Year | 13.21% | 9.36% |
| Since Inception | 17.89% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
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