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Investment Objective
| Bench Mark | Nifty 500 TRI |
| Fund Manager | Harsha Upadhyaya |
| Fund Horizon | OPEN |
| Inception Date | 01-Jan-2013 |
| Scheme AUM(CR) | ` 895.56 |
| Minimum SIP/LUMPSUM | ` 500/ ` 1000 |
| Increment SIP/LUMPSUM | ` 500/ ` 0 |
| SIP Dates | 1,5,7,10,14,15,20 |
| Entry Load | NIL |
| Exit Load | NIL |
| Expense Ratio | 1.26 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | -1.75% | -2.51% |
| 3 Month | -7.02% | -7.45% |
| 6 Month | -2.95% | -7.63% |
| 1 Year | -0.41% | -7.05% |
| 3 Year | 7.89% | 6.59% |
| 5 Year | 10.78% | 7.21% |
| Since Inception | 12.68% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation
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