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Moderately High
Investment Objective
| Bench Mark | Nifty Midcap 100 Index TRI |
| Fund Manager | Rupesh Patel |
| Fund Horizon | OPEN |
| Inception Date | 02-Jan-2013 |
| Scheme AUM(CR) | ` 747.1 |
| Minimum SIP/LUMPSUM | ` 150/ ` 500 |
| Increment SIP/LUMPSUM | ` 0/ ` 0 |
| SIP Dates | 0 |
| Entry Load | NIL |
| Exit Load | On or before expiry of 365 days from the date allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 365 days from the date of allotment: Nil |
| Expense Ratio | 1.36 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | 1.77% | 1.45% |
| 3 Month | 7.52% | 6.14% |
| 6 Month | 1.59% | -3.80% |
| 1 Year | 9.21% | -2.53% |
| 3 Year | 11.57% | 5.95% |
| 5 Year | 9.93% | 8.06% |
| Since Inception | 17.08% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
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