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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) | ` 180.4 |
| 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 | -3.82% | -3.39% |
| 3 Month | 0.15% | -5.39% |
| 6 Month | 13.98% | 10.89% |
| 1 Year | 2.59% | 7.04% |
| 3 Year | 10.39% | 17.04% |
| 5 Year | 12.14% | 15.16% |
| Since Inception | 14.28% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation
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