Category: Equity: ELSS |
Launch Date: 23-11-2005 |
Asset Class: Equity |
Benchmark: NIFTY 500 TRI |
TER: 1.75% As on (30-06-2024) |
Status: Open Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: 6,334.74 Cr As on 31-07-2024(Source:AMFI) |
Turn over: 25.81% | Exit Load: Nil |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme aims to generate long-term capital appreciation from a diversified portfolio ofequity and equity related securities and enable investors to avail the income tax rebate, as per the prevailing tax laws.
Standard Deviation | 11.32 |
Sharpe Ratio | 1.24 |
Alpha | 3.95 |
Beta | 0.83 |
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
31.56%
Others
1.42%
Large Cap
131.68%
Mid Cap
35.5%
There are no scheme documents available