- Inception
- 29 Nov 2013
- Fund managers
- Mr. Hitesh Savanth (since 24 Jun 2026), Mr. Prateek Nigudkar (since 07 Aug 2025), Mr. Amit Modani (since 01 Nov 2025)
- Benchmark
- CRISIL Hybrid 35+65- Aggressive Index
- AUM
- 51.39 crore
- Regular expense
- 2.4%
- Direct expense
- 0.7%
- Portfolio turnover
- 17.34
- Minimum investment
- 5000
- SIP minimum
- ₹ 1000
- Exit load
- If redeemed / switched-out within 90 days from the date of allotment: Upto 12% of units: Nil More than 12% of units: 1% of applicable Net Asset Value (NAV) If redeemed/switched-out after 90 days from the date of allotment: Nil
- Standard deviation
- 11.66%
- Beta
- 1.06
- Sharpe
- 0.37