- Inception
- 25 Oct 2000
- Fund managers
- Rohit Seksaria (since 11 May 2026), Shalav Saket (since 11 May 2026)
- Benchmark
- Nifty 500 Multicap 50:25:25 TRI
- Regular expense
- 1.7%
- Direct expense
- 0.8%
- Portfolio turnover
- 68.8
- Minimum investment
- ₹ 100
- SIP minimum
- ₹ 100
- Exit load
- Upto 25%, within 365 days from the date of allotment: Nil. More than 25% within 365 days from the date of allotment: 1%. >365 days: Nil
- Standard deviation
- 15.8%
- Beta
- 0.9
- Sharpe
- 0.5