- Inception
- 07 May 2021
- Fund managers
- Mr. Abhinav Khandelwal (since 01 Nov 2024), Mr. Harshil Suvarnkar (since 07 May 2021)
- Benchmark
- Nifty 500 Multicap 50:25:25 TRI
- AUM
- 7531.29 crore
- Regular expense
- 1.54%
- Direct expense
- 0.67%
- Portfolio turnover
- 0.61
- Minimum investment
- ₹ 500
- SIP minimum
- ₹ 100
- Exit load
- For redemption / switch-out of units on or before 90 days from the date of allotment: 1.00% of applicable NAV. For redemption / switch-out of units after 90 days from the date of allotment: Nil
- Standard deviation
- 16%
- Beta
- 0.95
- Sharpe
- 0.59