- Inception
- 24 Jul 2025
- Fund managers
- Sameer Kate (since 31 Jul 2025), Sanjeev Sharma (since 24 Jul 2025)
- Benchmark
- NIFTY Equity Savings Index
- Portfolio turnover
- 3.11
- Minimum investment
- ₹ 5,000
- SIP minimum
- ₹ 1000
- Exit load
- For redemptions / switch outs (including SIP/STP) within 15 days f rom the date of allotment of units, irrespective of the amount of investment: 1%. No exit load shall be applicable on switches f rom Regular Plan to Direct Plan and vice versa, under the same scheme
- Standard deviation
- 7.48%
- Beta
- 1.15
- Sharpe
- 0.44