Category: Hybrid: Aggressive |
Launch Date: 23-04-2018 |
Asset Class: Mixed Asset |
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI |
TER: 2.28% As on (30-06-2024) |
Status: Open Ended Schemes |
Minimum Investment: 10.0 |
Minimum Topup: 10.0 |
Total Assets: 108.82 Cr As on (30-06-2024) |
Turn over: 38% | Exit Load: Nil |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to provide periodic returns and capital appreciation over a long period of time, investing predominantly in equity and equity related instruments.
Standard Deviation | 9.68 |
Sharpe Ratio | 0.76 |
Alpha | 2.24 |
Beta | 1.0 |
Yield to Maturity | 6.15 |
Average Maturity | 0.5 |
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Small Cap
14.1%
Others
28.43%
Large Cap
49.26%
Mid Cap
8.21%