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Moderate
Investment Objective
| Bench Mark | S&P BSE Sensex |
| Fund Manager | Parijat Agrawal |
| Fund Horizon | OPEN |
| Inception Date | 02-Jan-2013 |
| Scheme AUM(CR) | ` 146.04 |
| Minimum SIP/LUMPSUM | ` 2000/ ` 1000 |
| Increment SIP/LUMPSUM | ` 1/ ` 1 |
| SIP Dates | 2,8,15,23 |
| Entry Load | NIL |
| Exit Load | 1.00% - For redemption/switch-out of units within 1 year from the date of allotment. Nil - For redemption/switch-out of units after 1 year from the date of allotment. |
| Expense Ratio | 1.02 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | -0.42% | 2.23% |
| 3 Month | 0.41% | 9.70% |
| 6 Month | 4.10% | 3.19% |
| 1 Year | 9.68% | 14.14% |
| 3 Year | 4.82% | 15.38% |
| 5 Year | 6.79% | 8.46% |
| Since Inception | 7.25% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation
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