Category: Equity: Thematic-Consumption |
Launch Date: 13-11-2018 |
Asset Class: Equity |
Benchmark: NIFTY India Consumption TRI |
TER: 2.38% As on (28-02-2025) |
Status: Open Ended Schemes |
Minimum Investment: 1000.0 |
Minimum Topup: 1000.0 |
Total Assets: 413.03 Cr As on 28-02-2025(Source:AMFI) |
Turn over: 87% | Exit Load: 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 provide long-term capital appreciation by investing predominantly in equity and equity related instruments of entities engaged in and/ or expected to benefit from the growth in rural India.
Standard Deviation | 14.81 |
Sharpe Ratio | 0.52 |
Alpha | -0.97 |
Beta | 0.9 |
Yield to Maturity | 6.56 |
Average Maturity | 2.0 |
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Small Cap
24.3%
Others
6.44%
Large Cap
56.34%
Mid Cap
12.92%
There are no scheme documents available