Category: Equity: ELSS |
Launch Date: 05-09-2005 |
Asset Class: Equity |
Benchmark: NIFTY 500 TRI |
TER: 1.71% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: 14,322.15 Cr As on (31-03-2024) |
Turn over: 25% | Exit Load: Nil |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme aims to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.
Standard Deviation | 12.96 |
Sharpe Ratio | 1.13 |
Alpha | 1.66 |
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
14.15%
Others
3.71%
Large Cap
67.86%
Mid Cap
14.28%