Category: Hybrid: Aggressive |
Launch Date: 12-08-2009 |
Asset Class: Mixed Asset |
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI |
TER: 1.99% As on (30-06-2024) |
Status: Open Ended Schemes |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 1,856.11 Cr As on (30-06-2024) |
Turn over: 62% | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to generate returns through a combination of dividend income and capital appreciation by investing in a well diversified portfolio of Value Stocks
Standard Deviation | 8.83 |
Sharpe Ratio | 1.3 |
Alpha | 6.78 |
Beta | 0.91 |
Yield to Maturity | 7.03 |
Average Maturity | 2.03 |
Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes.
Small Cap
8.41%
Others
36.77%
Large Cap
50.87%
Mid Cap
13.91%