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Moderately High
Investment Objective
| Bench Mark | Nifty 50 TRI |
| Fund Manager | A N Sridhar |
| Fund Horizon | OPEN |
| Inception Date | 30-Aug-2002 |
| Scheme AUM(CR) | ` 4.12 |
| Minimum SIP/LUMPSUM | ` 1000/ ` 500 |
| Increment SIP/LUMPSUM | ` 1/ ` 0 |
| SIP Dates | 5,15,25 |
| Entry Load | NIL |
| Exit Load | 1% - If redeemed on or before 12 months from date of allotment. Nil - If redeemed after 12 months from date of allotment. (W.E.F.:01-10-2009) |
| Expense Ratio | 2.29 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | 1.62% | -0.47% |
| 3 Month | 12.20% | 7.64% |
| 6 Month | 3.35% | 0.29% |
| 1 Year | 15.38% | 14.58% |
| 3 Year | 9.56% | 14.72% |
| 5 Year | 5.38% | 8.63% |
| Since Inception | 17.25% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
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