Category: Retirement Fund |
Launch Date: 05-02-2021 |
Asset Class: Mixed Asset |
Benchmark: BSE 500 TRI |
TER: 1.94% As on (30-04-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 2,753.41 Cr As on 30-04-2025(Source:AMFI) |
Turn over:
-
|
Exit Load:
NA |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to provide a comprehensive retirement saving solution that serves the variable needs of the investors through long term diversified investments in major asset classes.
Standard Deviation | 13.01 |
Sharpe Ratio | 0.66 |
Alpha | 0.51 |
Beta | 0.84 |
Yield to Maturity | 6.96 |
Average Maturity | 1.05 |
Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes.
Small Cap
14.37%
Others
2.1%
Large Cap
64.92%
Mid Cap
18.61%