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Moderate
Investment Objective
| Bench Mark | S&P BSE Sensex |
| Fund Manager | Dwijendra Srivastava |
| Fund Horizon | OPEN |
| Inception Date | 18-Dec-1997 |
| Scheme AUM(CR) | ` 82.73 |
| Minimum SIP/LUMPSUM | ` 250/ ` 1000 |
| Increment SIP/LUMPSUM | ` 0/ ` 0 |
| SIP Dates | 1,7,14,20,25 |
| 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 | 2.17 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | 0.02% | 2.23% |
| 3 Month | 0.80% | 9.70% |
| 6 Month | 3.50% | 3.19% |
| 1 Year | 8.01% | 14.14% |
| 3 Year | 5.81% | 15.38% |
| 5 Year | 6.70% | 8.46% |
| Since Inception | 7.41% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation
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