- Inception
- 05 Jul 2019
- Fund managers
- Mr. Hitesh Savanth (since 15 Jun 2026), Mr. Prateek Nigudkar (since 07 Aug 2025), Mr. Amit Modani (since 01 Nov 2025)
- Benchmark
- CRISIL Hybrid 50+50 Moderate Index
- AUM
- 42.93 crore
- Regular expense
- 2.64%
- Direct expense
- 0.64%
- Portfolio turnover
- 19.69
- Minimum investment
- 5000
- SIP minimum
- ₹ 1000
- Exit load
- If redeemed / switched-out within 90 days from the date of allotment: • Upto 12% of units: Nil • More than 12% of units: 1% of applicable Net Asset Value (NAV) If redeemed/switched-out after 90 days from the date of allotment: Nil
- Standard deviation
- 10.82%
- Beta
- 1.16
- Sharpe
- 0.12