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Investment Objective
| Bench Mark | S&P BSE Sensex |
| Fund Manager | Rajat Jain |
| Fund Horizon | OPEN |
| Inception Date | 03-Jan-2013 |
| Scheme AUM(CR) | ` 15.44 |
| Minimum SIP/LUMPSUM | ` 2000/ ` 500 |
| Increment SIP/LUMPSUM | ` 0/ ` 0 |
| SIP Dates | 1,5,15,25 |
| Entry Load | IF redeemed on or before 1 year from the date of allotment - 1%. |
| Exit Load | IF redeemed on or before 1 year from the date of allotment - 1%. |
| Expense Ratio | 1.01 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | 1.46% | 1.84% |
| 3 Month | 2.24% | -4.01% |
| 6 Month | 5.21% | -0.97% |
| 1 Year | -9.72% | 3.18% |
| 3 Year | 9.58% | 10.05% |
| 5 Year | 4.90% | 6.92% |
| Since Inception | 4.59% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation
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