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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
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