- Inception
- 18 Feb 2011
- Fund managers
- Mr. Shreyash Devalkar (since 23 Nov 2016), Mr. Nitin Arora (since 03 Aug 2023), Ms. Krishnaa N (since 01 Mar 2024)
- Benchmark
- BSE Midcap 150 TRI
- AUM
- 34403.73 crore
- Regular expense
- 2%
- Direct expense
- 0.55%
- Portfolio turnover
- 0.79
- Minimum investment
- 5000
- SIP minimum
- ₹ 1000
- Exit load
- If redeemed / switched-out within 3 months from the date of allotment: a) For 10% of investments: NIL b) For remaining investments: 1%. If redeemed / switched-out after 3 months from the date of allotment: NIL
- Standard deviation
- 16.14%
- Beta
- 0.86
- Sharpe
- 0.69