Category: Retirement Fund |
Launch Date: 05-02-2021 |
Asset Class: Mixed Asset |
Benchmark: CRISIL Hybrid 85+15 Conservative Index |
TER: 1.38% As on (30-04-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 177.46 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 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 | 3.56 |
Sharpe Ratio | 0.87 |
Alpha | 0.58 |
Beta | 0.67 |
Yield to Maturity | 7.3 |
Average Maturity | 18.32 |
Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes.
Small Cap
2.81%
Others
81.13%
Large Cap
12.42%
Mid Cap
3.64%