Category: Retirement Fund |
Launch Date: 10-02-2021 |
Asset Class: Mixed Asset |
Benchmark: BSE India Bond Index |
TER: 2.1% As on (30-06-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 1,484.03 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 | 9.3 |
Sharpe Ratio | 1.21 |
Alpha | 12.53 |
Beta | 1.29 |
Yield to Maturity | 7.44 |
Average Maturity | 2.48 |
Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes.
Small Cap
15.9%
Others
20.53%
Large Cap
43.26%
Mid Cap
20.31%