Category: Retirement Fund |
Launch Date: 10-02-2021 |
Asset Class: Mixed Asset |
Benchmark: CRISIL Hybrid 65+35 Conservative |
TER: 1.66% As on (30-06-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 276.22 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 | 4.78 |
Sharpe Ratio | 1.07 |
Alpha | 2.37 |
Beta | 0.79 |
Yield to Maturity | 7.52 |
Average Maturity | 14.89 |
Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes.
Small Cap
8.43%
Others
60.61%
Large Cap
21.92%
Mid Cap
9.04%