- Inception
- 20 Mar 2001
- Fund managers
- Sandeep Tandon (since 03 Feb 2025), Sameer Kate (since 06 Mar 2025)
- Benchmark
- NIFTY MIDCAP 150 TRI
- AUM
- 9.96 crore
- Regular expense
- 2.2%
- Direct expense
- 1.18%
- Portfolio turnover
- 0.78
- Minimum investment
- ₹ 5,000
- SIP minimum
- ₹ 1000
- Exit load
- For redemptions / switch outs (including SIP/STP) within 3 months f rom the date of allotment of units, irrespective of the amount of investment: 0.5%. No exit load shall be applicable on switches f rom Regular Plan to Direct Plan and vice versa, under the same scheme
- Standard deviation
- 18.13%
- Beta
- 0.91
- Sharpe
- 0.47