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Investment Objective
| Bench Mark | S&P BSE Sensex |
| Fund Manager | Vikas Agrawal |
| Fund Horizon | OPEN |
| Inception Date | 17-Jul-2007 |
| Scheme AUM(CR) | ` 30.27 |
| Minimum SIP/LUMPSUM | ` 1000/ ` 1000 |
| Increment SIP/LUMPSUM | ` 0/ ` 0 |
| SIP Dates | 1,5,10,15,20,25 |
| Entry Load | 1.00% - If redeemed / switched out within 60 days from the date of allotment. Nil - If redeemed/switched out after 60 days from the date of allotment. |
| Exit Load | 1.00% - If redeemed / switched out within 60 days from the date of allotment. Nil - If redeemed/switched out after 60 days from the date of allotment. |
| Expense Ratio | 0.5 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | 0.50% | 1.32% |
| 3 Month | -5.97% | 11.28% |
| 6 Month | -4.75% | 3.16% |
| 1 Year | -11.70% | 13.64% |
| 3 Year | 0.10% | 15.67% |
| 5 Year | 3.45% | 7.46% |
| Since Inception | 6.39% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
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