Category: Retirement Fund |
Launch Date: 10-03-2019 |
Asset Class: Equity |
Benchmark: NIFTY 500 TRI |
TER: 2.39% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 1000.0 |
Minimum Topup: 1000.0 |
Total Assets: 356.14 Cr As on (31-03-2024) |
Turn over: 52% | Exit Load: Nil |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The Scheme seeks to invest primarily in a well-diversified portfolio of equity and equity related securities.
Standard Deviation | 11.68 |
Sharpe Ratio | 0.47 |
Alpha | -5.7 |
Beta | 0.83 |
Yield to Maturity | - |
Average Maturity | - |
Minimum investment in equity & equity related instruments - 65% of total assets.
Small Cap
16.95%
Others
2.5%
Large Cap
63.26%
Mid Cap
17.28%