- Inception
- 30 Dec 2016
- Fund managers
- Mr. Prateek Poddar (since 07 Jun 2024), Mr. Harshal Joshi (since 30 Dec 2016)
- Benchmark
- CRISIL Hybrid 35+65 Aggressive Index
- AUM
- 2610.49 crore
- Regular expense
- 1.68%
- Direct expense
- 0.47%
- Portfolio turnover
- 0.54
- Minimum investment
- ₹ 1,000
- SIP minimum
- ₹ 100
- Exit load
- 10% of investment:Nil Remaining investment: 1% if redeemed/switched out within 1 year from the date of allotment It is clarified that the redemptions/switches of Units will be considered on First-in-First-Out (FIFO) basis
- Standard deviation
- 12.55%
- Beta
- 1.13
- Sharpe
- 0.72