Category: Hybrid: Dynamic Asset Allocation |
Launch Date: 05-10-2021 |
Asset Class: |
Benchmark: NIFTY 50 Hybrid Composite debt 50:50 Index |
TER: 1.93% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: 3,964.8 Cr As on (31-03-2024) |
Turn over: 527% | Exit Load: For units in excess of 5% of the investment,1% will be charged for redemption within 30 days |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to generate capital appreciation by dynamically allocating its assets between equity and specified debt securities.
Standard Deviation | |
Sharpe Ratio | |
Alpha | |
Beta | |
Yield to Maturity | 6.89 |
Average Maturity | 0.07 |
Investment in equity/ debt that is managed dynamically.
Small Cap
6.83%
Others
17.94%
Large Cap
57.76%
Mid Cap
16.99%