Category: Fund of Funds-Domestic-Hybrid |
Launch Date: 31-10-2003 |
Asset Class: Mixed Asset |
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI |
TER: 1.91% As on (31-07-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 1,330.49 Cr As on 31-07-2024(Source:AMFI) |
Turn over: - | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme aims to provide long-term capital appreciation with relatively lower volatility through a dynamically balanced portfolio of equity and income funds. The equity funds allocation will be determined based on the month-end average PE Ratio of NSE Nifty. The scheme will invest in units of Franklin India Bluechip and Templeton India Income.
Standard Deviation | 7.1 |
Sharpe Ratio | 1.6 |
Alpha | 7.07 |
Beta | 0.55 |
Yield to Maturity | - |
Average Maturity | - |
Minimum investment in the underlying fund - 95% of total assets.
Others
100.0%