- Inception
- 06 Sep 2018
- Fund managers
- Mr. Anand Sharma (since 03 Oct 2025), Mr. Aditya Bagul
- Benchmark
- Nifty 500 TRI
- AUM
- 3663.05 crore
- Regular expense
- 1.63%
- Direct expense
- 0.58%
- Portfolio turnover
- 0.33
- Minimum investment
- ₹ 5,000
- SIP minimum
- ₹ 100
- Exit load
- Redemption/Switch-out/SWP/STP: 1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL. Base
- Standard deviation
- 13.52%
- Beta
- 0.83
- Sharpe
- 0.4