- Inception
- 08 Oct 1995
- Fund managers
- Mr. Murthy Nagarajan (since 01 Apr 2017), Mr. Satish Chandra Mishra, Mr. Amit Somani (since 01 Jun 2026)
- Benchmark
- CRISIL Hybrid 35+65 Aggressive Index
- AUM
- 4069.01 crore
- Regular expense
- 1.61%
- Direct expense
- 0.8%
- Minimum investment
- ₹ 5,000
- SIP minimum
- ₹ 100
- Exit load
- Base
- Standard deviation
- 11.72%
- Beta
- 1.12
- Sharpe
- 0.34