Category: Hybrid: Aggressive |
Launch Date: 19-07-2019 |
Asset Class: Mixed Asset |
Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
TER: 2.09% As on (30-06-2024) |
Status: Open Ended Schemes |
Minimum Investment: 1000.0 |
Minimum Topup: 1000.0 |
Total Assets: 1,363.6 Cr As on 31-07-2024(Source:AMFI) |
Turn over: 80% | Exit Load: Exit load for units more than 10% of the investments, an exit load of 1% if redeemed within 3 months. |
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 and also income through investments in equity and equity related instruments and investments in debt and money market instruments.
Standard Deviation | 10.77 |
Sharpe Ratio | 1.1 |
Alpha | 4.69 |
Beta | 1.11 |
Yield to Maturity | 7.7 |
Average Maturity | 8.26 |
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Small Cap
14.03%
Others
22.32%
Large Cap
50.15%
Mid Cap
13.5%
There are no scheme documents available