Category: Hybrid: Dynamic Asset Allocation |
Launch Date: 31-08-2021 |
Asset Class: |
Benchmark: NIFTY 50 Hybrid Composite debt 50:50 Index |
TER: 1.59% As on (30-06-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 32,144.9 Cr As on 31-07-2024(Source:AMFI) |
Turn over: - | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 1 year. |
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 / income from a dynamic mix of equity and debt investments.
Standard Deviation | |
Sharpe Ratio | |
Alpha | |
Beta | |
Yield to Maturity | 7.52 |
Average Maturity | 6.61 |
Investment in equity/ debt that is managed dynamically.
Small Cap
3.75%
Others
32.12%
Large Cap
52.65%
Mid Cap
11.48%