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Moderately High
Investment Objective
| Bench Mark | Nifty 500 TRI |
| Fund Manager | Vetri Subramaniam |
| Fund Horizon | OPEN |
| Inception Date | 20-Jul-2005 |
| Scheme AUM(CR) | ` 4460.69 |
| Minimum SIP/LUMPSUM | ` 500/ ` 1000 |
| Increment SIP/LUMPSUM | ` 0/ ` 100 |
| SIP Dates | 1,7,15,25 |
| Entry Load | Nil |
| Exit Load | Redemption / switch out within 12 months from the date of allotment - (i) upto 10% of the alloted units - Nil (ii) beyond 10% of the alloted units - 1.00% Redemption / swith out after 12 months from the date of allotment - Nil |
| Expense Ratio | 2.02 |
Asset Allocation
Performance
| Period | Returns | BenchMark |
|---|---|---|
| 1 Month | 2.84% | 1.57% |
| 3 Month | 8.50% | 8.29% |
| 6 Month | 2.48% | 1.13% |
| 1 Year | 9.52% | 9.14% |
| 3 Year | 10.57% | 12.97% |
| 5 Year | 5.75% | 9.26% |
| Since Inception | 13.53% | 0.00% |
Note:Return for more than 1 year are computed on CAGR basis
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