- Inception
- 29 Sep 2020
- Fund managers
- Taher Badshah (since 29 Sep 2020), Hiten Jain (since 14 Sep 2022)
- Benchmark
- BSE 500 TRI
- AUM
- 6453.55 crore
- Regular expense
- 1.56%
- Direct expense
- 0.49%
- Portfolio turnover
- 0.23
- Minimum investment
- ₹ 1,000
- Exit load
- • Nil - if upto 10% of Units allotted are redeemed / switched-out within 1 year from the date of allotment. • 1% - for any redemption / switchout in excess of 10% of units allotted within one year from the date of allotment. • Nil - if units are redeemed or switched-out after 1 year from the date of allotment. Switch between the Plans under the Scheme: Nil. Minimum Investment ₹1,000/- & in multipl
- Standard deviation
- 5.09%
- Beta
- 1.03
- Sharpe
- 0.27