Moderately High
Investment Objective
Bench Mark | S&P BSE Small-Cap TRI |
Fund Manager | R Srinivasan |
Fund Horizon | OPEN |
Inception Date | 02-Jan-2013 |
Scheme AUM(CR) | ` 2914.59 |
Minimum SIP/LUMPSUM | ` / ` 500 |
Increment SIP/LUMPSUM | ` / ` 0 |
SIP Dates | |
Entry Load | Nil |
Exit Load | 1.00% - If redeemed/switched out within 1 year from the date of allotment. Nil - If redeemed/switched out after 1 year from the date of allotment. |
Expense Ratio | 1.03 |
Asset Allocation
Performance
Period | Returns | BenchMark |
---|---|---|
1 Month | -0.26% | -1.56% |
3 Month | 8.25% | 4.79% |
6 Month | 2.16% | -8.15% |
1 Year | 10.18% | -3.07% |
3 Year | 14.96% | 3.41% |
5 Year | 16.22% | 4.38% |
Since Inception | 24.02% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation