Category: Hybrid: Dynamic Asset Allocation |
Launch Date: 27-03-2024 |
Asset Class: |
Benchmark: NIFTY 50 TRI |
TER: 2.37% As on (30-06-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 185.06 Cr As on 31-05-2024(Source:AMFI) |
Turn over: 119% | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to capitalize on the potential upside of equities while attempting to limit the downside by dynamically managing the portfolio through investment in equity & equity related instruments and active use of debt, money market instru ments and derivatives.
Standard Deviation | - |
Sharpe Ratio | - |
Alpha | - |
Beta | - |
Yield to Maturity | - |
Average Maturity | - |
Small Cap
7.71%
Others
20.29%
Large Cap
63.11%
Mid Cap
8.89%