Category: Equity: ELSS |
Launch Date: 06-05-2008 |
Asset Class: Equity |
Benchmark: S&P BSE 500 TRI |
TER: 2.45% As on (30-04-2024) |
Status: Open Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: 75.21 Cr As on (30-04-2024) |
Turn over: 57% | Exit Load: Nil |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks long term capital appreciation. The scheme would take around 80-85 per cent exposure to equity, while exposure to bonds and money market instruments would be up to 20 per cent of the corpus. The scheme was made open-ended in February 2001.
Standard Deviation | |
Sharpe Ratio | 0.73 |
Alpha | 2.18 |
Beta | 0.52 |
Yield to Maturity | - |
Average Maturity | - |
Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).
Small Cap
18.71%
Others
5.27%
Large Cap
57.93%
Mid Cap
18.09%