Category: Equity: ELSS |
Launch Date: 25-03-2015 |
Asset Class: Equity |
Benchmark: S&P BSE 500 TRI |
TER: 1.4% As on (29-02-2024) |
Status: Close Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: 37.53 Cr As on (29-02-2024) |
Turn over: - | Exit Load: Nil |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.
Standard Deviation | |
Sharpe Ratio | - |
Alpha | 3.78 |
Beta | 1.0 |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
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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
22.23%
Others
3.13%
Large Cap
42.4%
Mid Cap
32.24%