Category: Equity: Thematic-Consumption |
Launch Date: 07-09-2018 |
Asset Class: |
Benchmark: NIFTY India Consumption TRI |
TER: 2.06% As on (31-10-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 1,446.79 Cr As on 31-10-2024(Source:AMFI) |
Turn over: 54% | 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 capital appreciation and provide long-term growth opportunities by investing in companies expected to benefit by providing products and services to the growing consumption needs of Indian consumers, which in turn is getting fuelled by high disposable income. The Scheme also seeks to generate income by investing in debt and money market securities.
Standard Deviation | 11.38 |
Sharpe Ratio | 1.04 |
Alpha | -0.44 |
Beta | 0.72 |
Yield to Maturity | - |
Average Maturity | - |
Small Cap
12.51%
Others
7.73%
Large Cap
61.61%
Mid Cap
21.58%