- Inception
- 24 Jun 2024
- Fund managers
- Mr. Alok Bahl, Mr. Pratik Singh
- Benchmark
- NIFTY Financial Services Total Return Index (TRI)
- AUM
- 210.94 crore
- Regular expense
- 2.68%
- Direct expense
- 1.14%
- Portfolio turnover
- 0.53
- Minimum investment
- ₹ 5,000
- SIP minimum
- ₹ 1000
- Exit load
- (i) If units redeemed or switched out are upto 10% (limit) of the units purchased or switched in within 3 months from the date of allotment – Nil (ii) If units redeemed or switched out are over and above the limit within 3 months from the date of allotment – 1% of the applicable NAV (iii) If redeemed/switched out after 3 months from the date of allotment – Nil Total