- Inception
- 30 Jul 2002
- Fund managers
- Bharath S (since 25 Feb 2021), Shalav Saket (since 25 Feb 2021)
- Benchmark
- Nifty MidCap 150 TRI
- AUM
- 5809 crore
- Regular expense
- 1.4%
- Direct expense
- 0.8%
- Portfolio turnover
- 36
- Minimum investment
- ₹ 100
- SIP minimum
- ₹ 100
- Exit load
- Upto 25%, within 365 days from the date of allotment: Nil. More than 25% within 365 days from the date of allotment: 1%. >365 days: Nil N
- Standard deviation
- 17.2%
- Beta
- 0.9
- Sharpe
- 0.8