Category: Hybrid: Aggressive |
Launch Date: 23-04-2018 |
Asset Class: Mixed Asset |
Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
TER: 2.28% As on (31-05-2025) |
Status: Open Ended Schemes |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 114.76 Cr As on 30-04-2025(Source:AMFI) |
Turn over: 38% | Exit Load: NIL |
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 periodic returns and capital appreciation over a long period of time, investing predominantly in equity and equity related instruments.
Standard Deviation | 10.39 |
Sharpe Ratio | 0.48 |
Alpha | -1.15 |
Beta | 1.03 |
Yield to Maturity | 7.28 |
Average Maturity | 0.35 |
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Small Cap
36.04%
Others
22.22%
Large Cap
35.06%
Mid Cap
6.68%