Category: Hybrid: Aggressive |
Launch Date: 25-06-2018 |
Asset Class: Mixed Asset |
Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
TER: 2.39% As on (31-10-2024) |
Status: Open Ended Schemes |
Minimum Investment: 1000.0 |
Minimum Topup: 1000.0 |
Total Assets: 549.17 Cr As on 31-10-2024(Source:AMFI) |
Turn over: 122% | Exit Load: (a) If upto 10% of units allotted are redeemed (or) switched out within 1 year from the date of allotment - NIL. (b) Any redemption (or) switch-out of units in excess of 10% of units allotted - 1%. (c) If units are redeemed (or) switched out after 1 year from the date of allotment - NIL. The above exit load is not applicable for purchases made through IDCW Transfer Plan (DTP). |
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 | 9.53 |
Sharpe Ratio | 0.94 |
Alpha | 3.11 |
Beta | 0.75 |
Yield to Maturity | 7.2 |
Average Maturity | 11.43 |
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Small Cap
10.3%
Others
26.1%
Large Cap
45.79%
Mid Cap
17.81%