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Investment Objective
| Bench Mark | S&P BSE Sensex |
| Fund Manager | Parijat Agrawal |
| Fund Horizon | OPEN |
| Inception Date | 02-Jan-2013 |
| Scheme AUM(CR) | ` 144.68 |
| Minimum SIP/LUMPSUM | ` 2000/ ` 1000 |
| Increment SIP/LUMPSUM | ` 1/ ` 1 |
| SIP Dates | 2,8,15,23 |
| Entry 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. |
| 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 | -0.19% | 1.84% |
| 3 Month | 1.66% | -4.01% |
| 6 Month | 6.45% | -0.97% |
| 1 Year | 12.00% | 3.18% |
| 3 Year | 5.83% | 10.05% |
| 5 Year | 7.84% | 6.92% |
| Since Inception | 7.33% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
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