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Investment Objective
| Bench Mark | S&P BSE Sensex |
| Fund Manager | Amandeep Chopra |
| Fund Horizon | OPEN |
| Inception Date | 01-Jan-2013 |
| Scheme AUM(CR) | ` 2379.01 |
| Minimum SIP/LUMPSUM | ` 500/ ` 1000 |
| Increment SIP/LUMPSUM | ` 0/ ` 100 |
| SIP Dates | 1,7,15,25 |
| Entry Load | Nil - (W.e.f. July 01, 2014.) |
| Exit Load | Nil - (W.e.f. July 01, 2014.) |
| Expense Ratio | 1.12 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | 0.52% | 1.84% |
| 3 Month | 0.13% | -4.01% |
| 6 Month | -1.08% | -0.97% |
| 1 Year | 1.26% | 3.18% |
| 3 Year | 6.01% | 10.05% |
| 5 Year | 8.04% | 6.92% |
| Since Inception | 9.45% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
Sector Allocation
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