Moderately High
Investment Objective
Bench Mark | Nifty 500 TRI |
Fund Manager | Harsha Upadhyaya |
Fund Horizon | OPEN |
Inception Date | 01-Jan-2013 |
Scheme AUM(CR) | ` 986.69 |
Minimum SIP/LUMPSUM | ` 500/ ` 1000 |
Increment SIP/LUMPSUM | ` 500/ ` 0 |
SIP Dates | 1,5,7,10,14,15,20 |
Entry Load | |
Exit Load | NIL |
Expense Ratio | 1.26 |
Asset Allocation
Performance
Period | Returns | BenchMark |
---|---|---|
1 Month | 0.93% | 0.61% |
3 Month | 9.95% | 8.09% |
6 Month | 1.39% | 0.21% |
1 Year | 13.44% | 8.77% |
3 Year | 13.78% | 12.73% |
5 Year | 11.13% | 9.01% |
Since Inception | 13.89% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation