Category: Retirement Fund |
Launch Date: 10-02-2021 |
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: 2,736.26 Cr As on 31-07-2024(Source:AMFI) |
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 | 10.86 |
Sharpe Ratio | 1.2 |
Alpha | 3.51 |
Beta | 0.78 |
Yield to Maturity | 7.47 |
Average Maturity | 2.43 |
Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes.
Small Cap
18.92%
Others
2.46%
Large Cap
55.97%
Mid Cap
22.65%