Category: Hybrid: Aggressive |
Launch Date: 15-06-2018 |
Asset Class: Mixed Asset |
Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
TER: 2.41% As on (30-06-2024) |
Status: Open Ended Schemes |
Minimum Investment: 1000.0 |
Minimum Topup: 1000.0 |
Total Assets: 489.3 Cr As on (30-06-2024) |
Turn over: 122% | 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 seeks to generate capital appreciation and current income by investing in equity & equity related instruments as well as debt securities.
Standard Deviation | 10.06 |
Sharpe Ratio | 0.91 |
Alpha | 4.15 |
Beta | 0.98 |
Yield to Maturity | 7.32 |
Average Maturity | 16.0 |
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Small Cap
9.7%
Others
26.69%
Large Cap
44.67%
Mid Cap
18.94%