| Category: Hybrid: Aggressive |
| Launch Date: 10-12-1999 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 - Aggressive Index |
| TER: 2.07% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,163.53 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: 89.9% | Exit Load: In respect of each purchase of Units Upto 10% of the Units may be redeemed without any exit load within 1 year from the date of allotment. Any redemption in excess of the above limit shall be subject to the following exit load: o 1.00% - if redeemed on or before 1 year from the date of allotment o Nil - if redeemed after 1 year from the date of allotment |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The investment objective of the scheme is to provide long-term growth of capital and current income by investing in equity and equity related securities and fixed income instruments.
| Standard Deviation | 10.18 |
| Sharpe Ratio | 0.42 |
| Alpha | 4.11 |
| Beta | 0.27 |
| Yield to Maturity | 7.78 |
| Average Maturity | 3.15 |
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Small Cap
9.97%
Others
29.84%
Large Cap
54.02%
Mid Cap
6.17%