Category: Hybrid: Aggressive |
Launch Date: 05-04-2017 |
Asset Class: |
Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
TER: 2.13% As on (30-06-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 1,098.74 Cr As on (30-06-2024) |
Turn over: 100% | Exit Load: Exit load of 1% if redeemed within 12 months for units beyond 10% of the investment. |
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 | 8.93 |
Sharpe Ratio | 0.96 |
Alpha | 2.74 |
Beta | 0.74 |
Yield to Maturity | 7.83 |
Average Maturity | 3.73 |
Small Cap
7.5%
Others
36.0%
Large Cap
51.3%
Mid Cap
11.13%