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