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Moderately High
Investment Objective
| Bench Mark | S&P BSE Mid-Cap TRI |
| Fund Manager | S Krishnakumar |
| Fund Horizon | OPEN |
| Inception Date | 31-Jul-2002 |
| Scheme AUM(CR) | ` 5882.64 |
| Minimum SIP/LUMPSUM | ` 100/ ` 100 |
| Increment SIP/LUMPSUM | ` 0/ ` 0 |
| SIP Dates | 1,7,14,20,25 |
| Entry Load | NIL |
| Exit Load | Redemptions / Switch out: For all investmet of 1% of he applicable NAV if redeemed or switched out. |
| Expense Ratio | 2.01 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | 0.56% | 1.22% |
| 3 Month | 5.97% | 8.65% |
| 6 Month | -3.35% | 0.42% |
| 1 Year | -0.87% | -1.21% |
| 3 Year | 4.76% | 7.44% |
| 5 Year | 8.16% | 9.28% |
| Since Inception | 24.51% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation
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