- Inception
- 01 Nov 2011
- Fund managers
- Mr. Sonam Udasi (since 01 Apr 2016), Mr. Murthy Nagarajan, Mr. Amit Somani (since 01 Jun 2026)
- Benchmark
- Crisil Hybrid 25+75 - Aggressive Index
- AUM
- 2251.23 crore
- Regular expense
- 1.72%
- Direct expense
- 0.57%
- Portfolio turnover
- 0.41
- Minimum investment
- ₹ 5,000
- SIP minimum
- ₹ 150
- Exit load
- 1) Nil – If redemption or switch out on or after attainment of retirement age i.e. 60years.2) Nil – In case of Auto switch out of units on occurrence of Auto switch trigger event.3 ) Exit Load is 1% – If redeemed before 61 months from the date of allotment. The above condtions applicable (w.e.f. 3rd May, 2019) Base
- Standard deviation
- 13.76%
- Beta
- 1.08
- Sharpe
- 0.55