Moderately Low
Investment Objective
Bench Mark | S&P BSE Sensex |
Fund Manager | Amit Tripathi |
Fund Horizon | OPEN |
Inception Date | 25-Sep-2013 |
Scheme AUM(CR) | ` 5841.85 |
Minimum SIP/LUMPSUM | ` 100/ ` 500 |
Increment SIP/LUMPSUM | ` 1/ ` 100 |
SIP Dates | 2,10,18,28 |
Entry Load | Nil |
Exit Load | 0.50% - If redeemed or switched out on or before completion of 1 month from the date of allotment of units. Nil - If redeemed or switched out after 1 month from the date of allotment of units. |
Expense Ratio | 0.15 |
Asset Allocation
Performance
Period | Returns | BenchMark |
---|---|---|
1 Month | 0.64% | 2.23% |
3 Month | 2.20% | 9.70% |
6 Month | 4.89% | 3.19% |
1 Year | 10.20% | 14.14% |
3 Year | 7.47% | 15.38% |
5 Year | 8.20% | 8.46% |
Since Inception | 8.69% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation