- Inception
- 19 Aug 2025
- Fund managers
- Mr. Sorbh Gupta (since 19 Aug 2025), Mr. Ilesh Savla, Mr. Siddharth Chaudhary
- Benchmark
- Nifty Equity Savings TRI
- AUM
- 31.38 crore
- Regular expense
- 1.28%
- Direct expense
- 0.28%
- Portfolio turnover
- 0.6
- Minimum investment
- ₹ 500
- SIP minimum
- ₹ 500
- Exit load
- •If units redeemed/switched out within 7 days from allotment date: 0.25% of the applicable NAV •If units redeemed/switched out after 7 days from allotment date: Nil Quantitative Measures/ Risk Measures* Not Applicable 45 Kindly refer to Page No. 93, 94, 95, 96, 97, 98, 99, 100, 101 &102 for Performance Data. | Kindly refer to Page No. 103, 104 & 105 for Systematic Investment Plans (SIP). | Kindly
- Standard deviation
- 2.27%
- Beta
- 0.37
- Sharpe
- -0.27