Category: Hybrid: Aggressive |
Launch Date: 03-08-2018 |
Asset Class: Mixed Asset |
Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
TER: 2.15% As on (31-05-2025) |
Status: Open Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 100.0 |
Total Assets: 1,553.05 Cr As on 30-04-2025(Source:AMFI) |
Turn over: - | Exit Load: If redeemed/switched out on or before 12 months from the date of allotment: For 10% of investment: Nil on FIFO basis.For remaining investment: 1% w.e.f., 09/08/2018 |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
To generate long term capital appreciation along with current income by investing in a mix of Equity and Equity related Instruments, debt Instruments and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns
Standard Deviation | 10.51 |
Sharpe Ratio | 0.42 |
Alpha | -2.37 |
Beta | 0.87 |
Yield to Maturity | 7.74 |
Average Maturity | 12.27 |
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Small Cap
10.93%
Others
25.79%
Large Cap
54.24%
Mid Cap
9.0%