- Inception
- 05 Dec 2019
- Fund managers
- Mr. Anand Sharma (since 03 Oct 2025), Mr. Hasmukh Vishariya
- Benchmark
- Nifty 500 TRI
- AUM
- 1755.1 crore
- Regular expense
- 1.77%
- Direct expense
- 0.62%
- Portfolio turnover
- 0
- Minimum investment
- ₹ 5,000
- SIP minimum
- ₹ 100
- Exit load
- Redemption/Switch-out/SWP/STP: 1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL. Base
- Standard deviation
- 14.52%
- Beta
- 0.89
- Sharpe
- 0.39