| Category: Hybrid: Aggressive |
| Launch Date: 05-07-2016 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY Mid Small Cap 400 TRI(70.00), CRISIL Short-Term Bond Index(30.00) |
| TER: 2.15% As on (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,280.28 Cr As on 30-09-2025(Source:AMFI) |
| Turn over: 123% | Exit Load: • For redemption/switch out of initial units allotted within 3 months from the date of allotment : 1% Exit Load • Any redemption/switch out from the date of allotment of units after 3 months: NIL |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to provide capital appreciation and income distribution to investors from a portfolio constituting
| Standard Deviation | 14.03 |
| Sharpe Ratio | 0.88 |
| Alpha | 11.03 |
| Beta | 0.22 |
| Yield to Maturity | 7.38 |
| Average Maturity | 2.51 |
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Small Cap
30.08%
Others
21.96%
Large Cap
2.72%
Mid Cap
45.24%