Category: Retirement Fund |
Launch Date: 05-02-2021 |
Asset Class: Mixed Asset |
Benchmark: S&P BSE 500 TRI |
TER: 2.0% As on (29-02-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 2,153.49 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 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 | 11.47 |
Sharpe Ratio | 1.3 |
Alpha | 3.82 |
Beta | 0.81 |
Yield to Maturity | - |
Average Maturity | - |
Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes.
Small Cap
10.74%
Others
7.32%
Large Cap
54.86%
Mid Cap
27.08%