- Inception
- 30 Apr 2014
- Fund managers
- Mr. Gautam Bhupal (since 21 Oct 2015)
- Benchmark
- CRISIL Hybrid 35+65- Aggressive Index - TRI
- AUM
- 48.26 crore
- Regular expense
- 1%
- Direct expense
- 0.2%
- Portfolio turnover
- 0.03
- Minimum investment
- ₹ 5,000
- SIP minimum
- ₹ 500
- Exit load
- In respect of each purchase/switching of Units, an Exit Load of 1% is payable if Units are redeemed / switched-out within 1 year from the date of allotment. No Exit Load will be charged, if Units are redeemed / switched-out after 1 year from the date of allotment
- Standard deviation
- 12.24%
- Beta
- 1.1
- Sharpe
- 0.63