Moderately High
Investment Objective
Bench Mark | Nifty Dividend Opportunities 50 TRI |
Fund Manager | Swati Kulkarni |
Fund Horizon | OPEN |
Inception Date | 03-May-2005 |
Scheme AUM(CR) | ` 2463.04 |
Minimum SIP/LUMPSUM | ` 500/ ` 1000 |
Increment SIP/LUMPSUM | ` 0/ ` 100 |
SIP Dates | 1,7,15,25 |
Entry Load | NIL |
Exit Load | Less than 1 year - 1%.Greater than or equal to 1 year - NIL. |
Expense Ratio | 2.13 |
Asset Allocation
Performance
Period | Returns | BenchMark |
---|---|---|
1 Month | -1.04% | -2.13% |
3 Month | 2.42% | 0.42% |
6 Month | -1.05% | -5.80% |
1 Year | 2.31% | 0.95% |
3 Year | 9.07% | 9.22% |
5 Year | 5.89% | 6.23% |
Since Inception | 13.52% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation