- Inception
- 02 Feb 2023
- Fund managers
- Mr. Meeta Shetty (since 27 Jan 2025), Mr. Murthy Nagarajan, Mr. Hasmukh Vishariya (since 01 Mar 2025)
- Benchmark
- NIFTY 500 Multicap 50:25:25 TRI
- AUM
- 3575.98 crore
- Regular expense
- 1.64%
- Direct expense
- 0.47%
- Minimum investment
- ₹ 5,000
- SIP minimum
- ₹ 100
- Exit load
- 1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL. Base
- Standard deviation
- 15.54%
- Beta
- 0.9
- Sharpe
- 0.38