Category: Retirement Fund |
Launch Date: 05-02-2021 |
Asset Class: Mixed Asset |
Benchmark: CRISIL Hybrid 65+35 Conservative Index |
TER: 1.66% As on (28-02-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 263.44 Cr As on 28-02-2025(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 | 5.68 |
Sharpe Ratio | 0.44 |
Alpha | 0.91 |
Beta | 1.04 |
Yield to Maturity | 7.21 |
Average Maturity | 15.18 |
Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes.
Small Cap
5.18%
Others
63.91%
Large Cap
23.73%
Mid Cap
7.18%