Category: Hybrid: Dynamic Asset Allocation |
Launch Date: 12-11-2021 |
Asset Class: |
Benchmark: NIFTY 50 Hybrid Composite debt 50:50 Index |
TER: 2.2% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 500.0 |
Total Assets: 891.44 Cr As on (31-03-2024) |
Turn over: 54% | Exit Load: For units in excess of 12% of the investment,1% will be charged for redemption within 3 months. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to provide capital appreciation/ income to the investors from a dynamic mix of equity, debt and money market instruments. The Scheme seeks to reduce the volatility by diversifying the assets across equity, debt and money market instruments.
Standard Deviation | |
Sharpe Ratio | |
Alpha | |
Beta | |
Yield to Maturity | 7.43 |
Average Maturity | 7.61 |
Small Cap
2.02%
Others
29.33%
Large Cap
64.14%
Mid Cap
4.53%