- Inception
- 31 Oct 2024
- Fund managers
- Mr. Bhavesh Jain, Mr. Bharat Lahoti, Ms. Manasi Jalgaonkar
- Benchmark
- Nifty500 Multicap Momentum Quality 50 TRI
- AUM
- 625.66 crore
- Regular expense
- 0.9%
- Direct expense
- 0.33%
- Portfolio turnover
- 1.19
- Minimum investment
- ₹ 100
- SIP minimum
- ₹ 100
- Exit load
- • 0.10% upto 30 days • Nil after 30 days Base ExpenseRatio Regular Plan: BER 0.90% Direct Plan: BER 0.33% QuantitativeMeasures* 1 Standard Deviation (%) 22.07 2 Beta 1.00 3 Tracking Error (%) 1 year 0.20 3 years NA 4 Sharpe Ratio NA 5 Tracking Difference (%) 1 year -1.38 3 years NA 5 Years NA Since Inception -1.38 6 Information Ratio NA * Please refer to the next page for detailed description in t
- Standard deviation
- 22.07%
- Beta
- 1