Category: Hybrid: Dynamic Asset Allocation |
Launch Date: 25-07-2017 |
Asset Class: Mixed Asset |
Benchmark: NIFTY 50 Hybrid Composite debt 50:50 Index |
TER: 2.08% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 2,102.69 Cr As on (31-03-2024) |
Turn over: - | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 12 months |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to generate capital appreciation by investing in a portfolio of equity or equity linked securities while the secondary objective is to generate income through investments in debt and money market instruments.
Standard Deviation | |
Sharpe Ratio | |
Alpha | |
Beta | |
Yield to Maturity | 7.64 |
Average Maturity | 17.05 |
Investment in equity/ debt that is managed dynamically.
Small Cap
4.27%
Others
37.59%
Large Cap
50.12%
Mid Cap
8.04%