| Category: Equity: ELSS |
| Launch Date: 20-12-2017 |
| Asset Class: Equity |
| Benchmark: BSE 500 TRI |
| TER: 2.3% As on (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 53.03 Cr As on 31-10-2025(Source:AMFI) |
| Turn over: 99% | Exit Load: Lock in period is 3 years 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 generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities. The scheme shall offer tax benefits under Section 80C of the Income Tax Act.
| Standard Deviation | 13.5 |
| Sharpe Ratio | 0.6 |
| Alpha | -2.14 |
| Beta | 0.96 |
| Yield to Maturity | - |
| Average Maturity | - |
Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).
Small Cap
17.4%
Others
2.97%
Large Cap
57.54%
Mid Cap
22.12%