| Category: Hybrid: Aggressive |
| Launch Date: 05-04-2017 |
| Asset Class: |
| Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
| TER: 2.12% As on (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,227.85 Cr As on 30-09-2025(Source:AMFI) |
| Turn over: 100% | Exit Load: If units of the Scheme are redeemed or switched out up to 10% of the units (the limit) within 12 months from the date of allotment - Nil. If units of the scheme are redeemed or switched out in excess of the limit within 12 months from the date of allotment - 1% of the applicable NAV. If units of scheme are redeemed or switched out after 12 months from the date of allotment - Nil. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income instruments.
| Standard Deviation | 9.37 |
| Sharpe Ratio | 0.89 |
| Alpha | 7.41 |
| Beta | 0.15 |
| Yield to Maturity | 7.75 |
| Average Maturity | 4.15 |
Small Cap
5.4%
Others
29.7%
Large Cap
48.72%
Mid Cap
16.18%