Category: Hybrid: Aggressive |
Launch Date: 05-04-2017 |
Asset Class: |
Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
TER: 2.11% As on (31-10-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 1,169.4 Cr As on 31-10-2024(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 | 8.93 |
Sharpe Ratio | 0.96 |
Alpha | 2.74 |
Beta | 0.74 |
Yield to Maturity | 7.72 |
Average Maturity | 8.17 |
Small Cap
8.09%
Others
30.0%
Large Cap
53.28%
Mid Cap
11.1%