- Inception
- 29 Nov 2013
- Fund managers
- Mrs. Bectors Food Specialities Limited (since 13 May 2024), Mr. Tejas Sheth (since 03 Aug 2023), Mr. Mayank Hyanki (since 01 Mar 2024)
- Benchmark
- Nifty Smallcap 250 TRI
- AUM
- 30088.59 crore
- Regular expense
- 2.13%
- Direct expense
- 0.31%
- Portfolio turnover
- 0.47
- Minimum investment
- 5000
- SIP minimum
- ₹ 1000
- Exit load
- If redeemed / switched-out within 12 months from the date of allotment:For 10% of investments: NIL.For remaining investments: 1%.If redeemed / switched-out after 12 months from the date of allotment: NIL
- Standard deviation
- 16.77%
- Beta
- 0.75
- Sharpe
- 0.59