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Investment Objective
| Bench Mark | Nifty Finance TRI |
| Fund Manager | S Krishnakumar |
| Fund Horizon | OPEN |
| Inception Date | 10-Jun-2008 |
| Scheme AUM(CR) | ` 180.03 |
| Minimum SIP/LUMPSUM | ` 100/ ` 1000 |
| Increment SIP/LUMPSUM | ` 1/ ` 0 |
| SIP Dates | 1,7,14,20,25 |
| Entry Load | 1.00% - If redeemed/switched out within 12 months from the date of allotment. Nil - If redeemed/switched out after 12 months from the date of allotment. |
| Exit Load | 1.00% - If redeemed/switched out within 12 months from the date of allotment. Nil - If redeemed/switched out after 12 months from the date of allotment. |
| Expense Ratio | 2.15 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | 3.99% | 3.29% |
| 3 Month | -2.12% | -4.01% |
| 6 Month | 5.97% | 4.64% |
| 1 Year | 14.53% | 19.13% |
| 3 Year | 10.86% | 17.22% |
| 5 Year | 12.00% | 15.26% |
| Since Inception | 14.51% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation
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