- Inception
- 28 Jan 2019
- Fund managers
- Mr. Rahul Singh (since 09 Jan 2019), Mr. Sailesh Jain, Mr. Murthy Nagarajan (since 01 Jun 2026)
- Benchmark
- CRISIL Hybrid 50+50 - Moderate Index
- AUM
- 8538.57 crore
- Regular expense
- 1.51%
- Direct expense
- 0.48%
- Portfolio turnover
- 0.41
- 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
- 8.36%
- Beta
- 1
- Sharpe
- 0.4