Category: Retirement Fund |
Launch Date: 05-02-2021 |
Asset Class: Mixed Asset |
Benchmark: BSE 500 |
TER: 1.94% As on (30-06-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 2,619.27 Cr As on (30-06-2024) |
Turn over: - | Exit Load: Nil |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to provide a comprehensive retirement saving solution that serves the variable needs of the investors through long term diversified investments in major asset classes.
Standard Deviation | 11.38 |
Sharpe Ratio | 1.22 |
Alpha | 5.38 |
Beta | 0.77 |
Yield to Maturity | - |
Average Maturity | - |
Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes.
Small Cap
18.0%
Others
4.48%
Large Cap
54.02%
Mid Cap
23.5%