- Inception
- 27 Feb 2025
- Fund managers
- Mr. Nimesh Chandan (since 27 Feb 2025), Mr. Sorbh Gupta, Mr. Siddharth Chaudhary
- Benchmark
- Nifty 500 Multicap 50:25:25 TRI
- AUM
- 1625.68 crore
- Regular expense
- 1.8%
- Direct expense
- 0.57%
- Portfolio turnover
- 1.12
- Minimum investment
- ₹ 500
- SIP minimum
- ₹ 10000
- Exit load
- For each purchase of units through Lumpsum / switch-in / Systematic Investment Plan (SIP) and Systematic Transfer Plan (STP), exit load will be as follows: if units are redeemed / switched out within 6 months from the date of allotment: • if upto 10% of units allotted are redeemed/switched out – Nil • any redemption / switch-out of units in excess of 10% of units allotted - 1% of applicable NAV. •
- Standard deviation
- 13.9%
- Beta
- 0.89
- Sharpe
- 0.74