Category: Retirement Fund |
Launch Date: 05-03-2019 |
Asset Class: Fixed Income |
Benchmark: CRISIL Short-Term Bond Index |
TER: 2.07% As on (30-04-2025) |
Status: Open Ended Schemes |
Minimum Investment: 1000.0 |
Minimum Topup: 1000.0 |
Total Assets: 17.34 Cr As on 30-04-2025(Source:AMFI) |
Turn over: - | Exit Load: Nil |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The primary investment objective of the Scheme is income generation and capital appreciation for its investors which will be in line with their retirement goals by investing in a mix of equity, equity related instruments along with debt and money market instruments. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.
Standard Deviation | 1.64 |
Sharpe Ratio | -1.18 |
Alpha | -1.88 |
Beta | 0.84 |
Yield to Maturity | 6.94 |
Average Maturity | 7.04 |
Minimum investment in corporate bonds - 80% of total assets (only in highest rated instruments).
Others
100.0%