- Inception
- 20 Jun 2023
- Fund managers
- Sandeep Tandon (since 20 Jun 2023), Sameer Kate (since 06 Mar 2025)
- Benchmark
- Nif ty Financial Services TRI
- Regular expense
- 3.43%
- Direct expense
- 1.89%
- Portfolio turnover
- 2.48
- 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
- 18.33%
- Beta
- 0.77
- Sharpe
- 1.02