Category: Hybrid: Aggressive |
Launch Date: 15-06-2018 |
Asset Class: Mixed Asset |
Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
TER: 2.42% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 1000.0 |
Minimum Topup: 1000.0 |
Total Assets: 426.78 Cr As on (31-03-2024) |
Turn over: 140% | Exit Load: For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to generate capital appreciation and current income by investing in equity & equity related instruments as well as debt securities.
Standard Deviation | 9.59 |
Sharpe Ratio | 0.93 |
Alpha | 1.89 |
Beta | 0.74 |
Yield to Maturity | 7.2 |
Average Maturity | 17.13 |
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Small Cap
11.33%
Others
30.22%
Large Cap
45.95%
Mid Cap
12.5%