- Inception
- 11 Aug 2022
- Fund managers
- Sandeep Tandon (since 10 Aug 2022), Jignesh Shah (since 20 Feb 2026)
- Benchmark
- NIFTY 100 TRI
- Regular expense
- 2.89%
- Direct expense
- 1.48%
- Portfolio turnover
- 2
- Minimum investment
- ₹ 5,000
- SIP minimum
- ₹ 1000
- Exit load
- For redemptions / switch outs (including SIP/STP) within 15 days f rom the date of allotment of units, irrespective of the amount of investment: 1%. No exit load shall be applicable on switches f rom Regular Plan to Direct Plan and vice versa, under the same scheme
- Standard deviation
- 17.64%
- Beta
- 1.13
- Sharpe
- 0.57