Category: Hybrid: Aggressive |
Launch Date: 03-08-2018 |
Asset Class: Mixed Asset |
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI |
TER: 2.14% As on (30-06-2024) |
Status: Open Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: 1,643.26 Cr As on (30-06-2024) |
Turn over: - | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to generate long term capital appreciation along with current income by investing in a mix of Equity and Equity related Instruments, debt Instruments and money market instruments.
Standard Deviation | 10.51 |
Sharpe Ratio | 0.42 |
Alpha | -2.37 |
Beta | 0.87 |
Yield to Maturity | 7.73 |
Average Maturity | 12.28 |
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Small Cap
13.1%
Others
23.88%
Large Cap
53.99%
Mid Cap
9.01%