- Inception
- 27 Feb 2025
- Fund managers
- Mr. Gautam Bhupal, Mr. Mayank Chaturvedi, Mr. Dipan S. Parikh
- Benchmark
- BSE Financial Services Index TRI
- AUM
- 962.92 crore
- Regular expense
- 1%
- Direct expense
- 0.71%
- Portfolio turnover
- 0.15
- Minimum investment
- ₹ 5,000
- SIP minimum
- ₹ 500
- Exit load
- i. If the units redeemed or switched out are up to 10% of the units purchased or switched in (“the limit”) within 1 year from the date of allotment – Nil ii. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment – 1% iii. If units are redeemed or switched out on or after 1 year from the date of allotment – Nil. • No Exit load will be chargeable in