- Inception
- 11 Mar 2019
- Fund managers
- Mr. Mohit Sharma (since 13 May 2026), Mr. Harshil Suvarnkar (since 22 Mar 2021)
- Benchmark
- CRISIL Hybrid 35+65 - Aggressive Index
- AUM
- 116.04 crore
- Regular expense
- 2.09%
- Direct expense
- 0.95%
- Portfolio turnover
- 0.01
- Minimum investment
- ₹ 1,000
- SIP minimum
- ₹ 500
- Exit load
- Upon completion of lock-in period of minimum 5 years from the date of allotment of units or Retirement Age of Unit holder (i.e. completion of 60 years, whichever is earlier): Nil
- Standard deviation
- 11.17%
- Beta
- 1.06
- Sharpe
- 0.52