- Inception
- 30 Jul 2025
- Fund managers
- Mr. Rishi Sharma (since 30 Jul 2025), Mr. Nilesh Saha (since 19 Mar 2026), Mr. Brijesh Shah (since 30 Jul 2025)
- Benchmark
- BSE 200 TRI
- AUM
- 646.63 crore
- Regular expense
- 2.05%
- Direct expense
- 0.73%
- Portfolio turnover
- 6.51
- Minimum investment
- ₹ 1,000
- SIP minimum
- ₹ 100
- Exit load
- • If redeemed/switched out on or within 30 days from the date of allotment: 0.50% of the applicable NAV. • If redeemed/switched out after 30 days from date of allotment - Nil
- Standard deviation
- 14%
- Beta
- 0.71
- Sharpe
- -0.39