Category: Hybrid: Aggressive |
Launch Date: 07-04-2017 |
Asset Class: |
Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
TER: 2.14% As on (28-02-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 1,090.67 Cr As on 28-02-2025(Source:AMFI) |
Turn over: 100% | Exit Load: Upto 10% of Units purchased/switchin - NIL. In excess of 10% units: 1% if redeemed/switched out within 12 months from the date of allotment. NIL if redeemed/ switched out after 12 months from the date of allotment |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income instruments.
Standard Deviation | 10.28 |
Sharpe Ratio | 0.54 |
Alpha | 1.96 |
Beta | 1.06 |
Yield to Maturity | 7.75 |
Average Maturity | 4.15 |
Small Cap
4.58%
Others
30.41%
Large Cap
51.91%
Mid Cap
13.55%