Category: Hybrid: Aggressive |
Launch Date: 12-08-2009 |
Asset Class: Mixed Asset |
Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
TER: 1.92% As on (30-04-2025) |
Status: Open Ended Schemes |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 2,612.19 Cr As on 30-04-2025(Source:AMFI) |
Turn over: 62% | Exit Load: Yes |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to generate returns through a combination of dividend income and capital appreciation by investing in a well diversified portfolio of Value Stocks
Standard Deviation | 10.64 |
Sharpe Ratio | 0.96 |
Alpha | 3.8 |
Beta | 1.07 |
Yield to Maturity | 7.07 |
Average Maturity | 4.08 |
Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes.
Small Cap
5.2%
Others
31.11%
Large Cap
49.58%
Mid Cap
16.8%