Category: Retirement Fund |
Launch Date: 10-03-2019 |
Asset Class: Equity |
Benchmark: NIFTY 500 TRI |
TER: 2.41% As on (28-02-2025) |
Status: Open Ended Schemes |
Minimum Investment: 1000.0 |
Minimum Topup: 1000.0 |
Total Assets: 373.4 Cr As on 31-01-2025(Source:AMFI) |
Turn over: 59% | Exit Load: Nil |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The Scheme seeks to invest primarily in a well-diversified portfolio of equity and equity related securities.
Standard Deviation | 13.72 |
Sharpe Ratio | 0.29 |
Alpha | -2.25 |
Beta | 0.91 |
Yield to Maturity | - |
Average Maturity | - |
Minimum investment in equity & equity related instruments - 65% of total assets.
Small Cap
23.06%
Others
5.79%
Large Cap
51.21%
Mid Cap
19.93%