Category: Retirement Fund |
Launch Date: 15-04-2024 |
Asset Class: Equity |
Benchmark: BSE 500 TRI |
TER: 2.32% As on (31-05-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 80.58 Cr As on 30-04-2025(Source:AMFI) |
Turn over: - | 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 capital appreciation and income to investors in line with their retirement goals by investing in a mix of securities comprising of equity, equity related instruments, REITs and InvITs, and fixed income securities. However, there is no assurance that the investment objective of the scheme will be achieved. The Scheme does not guarantee/ indicate any returns.
Standard Deviation | - |
Sharpe Ratio | - |
Alpha | - |
Beta | - |
Yield to Maturity | - |
Average Maturity | - |
Small Cap
26.89%
Others
4.4%
Large Cap
41.7%
Mid Cap
27.01%