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Moderately High
Investment Objective
| Bench Mark | Nifty 100 TRI |
| Fund Manager | Shibani Kurian |
| Fund Horizon | OPEN |
| Inception Date | 01-Jan-2013 |
| Scheme AUM(CR) | ` 874.46 |
| Minimum SIP/LUMPSUM | ` 1000/ ` 1000 |
| Increment SIP/LUMPSUM | ` 0/ ` 0 |
| SIP Dates | 1,5,7,10,14,15,20 |
| Entry Load | Nil |
| Exit Load | 1.00% - For redemption / switch outs (including SIP/STP) within 1 year from the date of allotment of units, irrespective of the amount of investment: 1%. Nil - For redemption / switch outs (including SIP/STP) after 1 year from the date of allotment of units, irrespective ot the amount of investment: Nil. |
| Expense Ratio | 1.15 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | 1.49% | 1.70% |
| 3 Month | 8.49% | 8.93% |
| 6 Month | 1.73% | 2.33% |
| 1 Year | 10.34% | 11.99% |
| 3 Year | 16.02% | 14.54% |
| 5 Year | 11.19% | 9.69% |
| Since Inception | 13.37% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
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