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Investment Objective
| Bench Mark | Nifty LargeMidcap 250 TRI |
| Fund Manager | Meenakshi Dawar |
| Fund Horizon | OPEN |
| Inception Date | 03-Jan-2013 |
| Scheme AUM(CR) | ` 2845.8 |
| Minimum SIP/LUMPSUM | ` 100/ ` 500 |
| Increment SIP/LUMPSUM | ` 1/ ` 100 |
| SIP Dates | 2,10,18,28 |
| Entry Load | 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, if redeemed or switched out after completion of 1 year from the date of allotment of units. |
| Exit Load | 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, if redeemed or switched out after completion of 1 year from the date of allotment of units. |
| Expense Ratio | 1.55 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | -0.91% | -0.10% |
| 3 Month | 9.92% | 8.68% |
| 6 Month | -1.55% | -0.61% |
| 1 Year | 6.98% | 7.60% |
| 3 Year | 6.84% | 12.03% |
| 5 Year | 3.92% | 9.24% |
| Since Inception | 10.42% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation
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