- Inception
- 13 Oct 2023
- Fund managers
- Mr. Vishal Biraia (since 24 Jan 2024), Mr. Viraj Kulkarni (since 02 Dec 2024), Mr. Gautam Kaul (since 19 Oct 2023)
- Benchmark
- CRISIL Hybrid 50+50 - Moderate Index
- AUM
- 181.88 crore
- Regular expense
- 2.1%
- Direct expense
- 0.72%
- Portfolio turnover
- 1.51
- Minimum investment
- ₹ 1,000
- SIP minimum
- ₹ 100
- Exit load
- Nil
- Standard deviation
- 9.21%
- Beta
- 1.07
- Sharpe
- 0.45