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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
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