Category: Retirement Fund |
Launch Date: 10-02-2021 |
Asset Class: Mixed Asset |
Benchmark: S&P BSE 500 TRI |
TER: 2.0% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 2,213.12 Cr As on (31-03-2024) |
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 | |
Sharpe Ratio | |
Alpha | |
Beta | |
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
11.8%
Others
6.35%
Large Cap
55.44%
Mid Cap
26.41%