Category: Hybrid: Dynamic Asset Allocation |
Launch Date: 30-12-2021 |
Asset Class: |
Benchmark: NIFTY 50 Hybrid Composite debt 50:50 Index |
TER: 2.26% As on (30-06-2024) |
Status: Open Ended Schemes |
Minimum Investment: 1000.0 |
Minimum Topup: 1000.0 |
Total Assets: 858.67 Cr As on 31-07-2024(Source:AMFI) |
Turn over: 284% | 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 provide capital appreciation and generate income through a dynamic mix of equity, debt and money market instruments. The Scheme seeks to reduce the volatility by diversifying the assets across equity, debt and money market instruments.
Standard Deviation | |
Sharpe Ratio | |
Alpha | |
Beta | |
Yield to Maturity | 7.06 |
Average Maturity | 5.93 |
Investment in equity/ debt that is managed dynamically.
Small Cap
10.92%
Others
27.11%
Large Cap
42.45%
Mid Cap
19.52%
There are no scheme documents available