- Inception
- 10 Jun 2011
- Fund managers
- Mr. Sanjay Bembalkar, Mr. Vinod Malviya
- Benchmark
- BSE 500 Index (TRI)
- AUM
- 2452.32 crore
- Regular expense
- 1.71%
- Direct expense
- 0.83%
- Portfolio turnover
- 0.91
- Minimum investment
- ₹ 1,000
- SIP minimum
- ₹ 100
- Exit load
- 1% if units are redeemed or switched out on or before completion of 15 days from the Risks Equities
- Standard deviation
- 14.77%
- Beta
- 0.94
- Sharpe
- 0.44