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Investment Objective
| Bench Mark | Nifty 50 TRI |
| Fund Manager | Siddharth Bothra |
| Fund Horizon | OPEN |
| Inception Date | 13-May-2013 |
| Scheme AUM(CR) | ` 1059.55 |
| Minimum SIP/LUMPSUM | ` 500/ ` 500 |
| Increment SIP/LUMPSUM | ` 1/ ` 1 |
| SIP Dates | 1,7,14,21,28 |
| Entry Load | 1.00% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment. |
| Exit Load | 1.00% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment. |
| Expense Ratio | 1.2 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | 0.49% | -1.88% |
| 3 Month | -4.02% | -6.75% |
| 6 Month | -0.16% | -4.60% |
| 1 Year | -1.16% | -2.63% |
| 3 Year | 7.95% | 8.57% |
| 5 Year | 10.17% | 7.31% |
| Since Inception | 14.03% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation
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