Category: Equity: ELSS |
Launch Date: 20-12-2017 |
Asset Class: Equity |
Benchmark: BSE 500 |
TER: 2.2518% As on (31-05-2024) |
Status: Open Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: 49.47 Cr As on 31-07-2024(Source:AMFI) |
Turn over: 99% | Exit Load: Nil |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities. The scheme shall offer tax benefits under Section 80C of the Income Tax Act.
Standard Deviation | 12.42 |
Sharpe Ratio | 0.86 |
Alpha | -0.77 |
Beta | 0.94 |
Yield to Maturity | - |
Average Maturity | - |
Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).
Small Cap
12.96%
Others
2.22%
Large Cap
72.14%
Mid Cap
10.2%