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Investment Objective
| Bench Mark | S&P BSE Sensex |
| Fund Manager | Dinesh Ahuja |
| Fund Horizon | OPEN |
| Inception Date | 01-Dec-2003 |
| Scheme AUM(CR) | ` 1573.86 |
| Minimum SIP/LUMPSUM | ` 500/ ` 500 |
| Increment SIP/LUMPSUM | ` 1/ ` 0 |
| SIP Dates | ANY |
| Entry Load | Nil |
| Exit Load | Nil |
| Expense Ratio | 0.96 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | -0.35% | -2.55% |
| 3 Month | 7.08% | -4.90% |
| 6 Month | 10.48% | 3.24% |
| 1 Year | 15.16% | -3.20% |
| 3 Year | 8.68% | 9.81% |
| 5 Year | 10.73% | 7.05% |
| Since Inception | 6.90% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation
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