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Investment Objective
| Bench Mark | Nifty Midcap 100 Index TRI |
| Fund Manager | A N Sridhar |
| Fund Horizon | OPEN |
| Inception Date | 01-Jan-2013 |
| Scheme AUM(CR) | ` 7.2 |
| Minimum SIP/LUMPSUM | ` 1000/ ` 500 |
| Increment SIP/LUMPSUM | ` 1/ ` 0 |
| SIP Dates | 5,15,25 |
| Entry Load | NIL |
| Exit Load | NIL |
| Expense Ratio | 2.04 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | 5.73% | 3.96% |
| 3 Month | -2.63% | -5.67% |
| 6 Month | -2.04% | -7.77% |
| 1 Year | -0.26% | -10.08% |
| 3 Year | 7.09% | 3.09% |
| 5 Year | 7.39% | 8.06% |
| Since Inception | 14.00% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation
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