- Inception
- 28 Dec 2017
- Fund managers
- Mr. Nikhil Satam (since 21 Nov 2025), Mr. Paras Matalia (since 14 Jul 2025)
- Benchmark
- Nifty 500 TRI
- AUM
- 51.57 crore
- Regular expense
- 2.09%
- Direct expense
- 0.84%
- Portfolio turnover
- 1.83
- Minimum investment
- 500
- SIP minimum
- ₹ 500
- Exit load
- NIL (As on 31st August, 2026) FUND MANAGER PORTFOLIO Mr. Nikhil Satam (Fund manager & Dealer Equity) (Managing Fund Since Nov 21, 2025) Total experience - over 11 years Mr. Paras Matalia (Fund Manager - Equities) (Managing Fund Since July 14, 2025) Total experience - over 8 years Monthly Average ` 51.74 Cr. Month End AUM ` 51.57 Cr. STATISTICAL MEASURES (3 YEARS) Standard Deviation : 4.4606 Beta :
- Standard deviation
- 4.46%
- Beta
- 1.01
- Sharpe
- 0.23