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Investment Objective
| Bench Mark | Nifty Dividend Opportunities 50 TRI |
| Fund Manager | Swati Kulkarni |
| Fund Horizon | OPEN |
| Inception Date | 03-May-2005 |
| Scheme AUM(CR) | ` 2311.21 |
| Minimum SIP/LUMPSUM | ` 500/ ` 1000 |
| Increment SIP/LUMPSUM | ` 0/ ` 100 |
| SIP Dates | 1,7,15,25 |
| Entry Load | Less than 1 year - 1%.Greater than or equal to 1 year - NIL. |
| Exit Load | Less than 1 year - 1%.Greater than or equal to 1 year - NIL. |
| Expense Ratio | 2.12 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | 3.90% | 2.83% |
| 3 Month | -1.89% | -5.18% |
| 6 Month | -2.48% | -3.49% |
| 1 Year | -4.25% | -4.17% |
| 3 Year | 7.47% | 8.98% |
| 5 Year | 6.41% | 6.65% |
| Since Inception | 13.65% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
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