Category: Retirement Fund |
Launch Date: 10-02-2021 |
Asset Class: Mixed Asset |
Benchmark: CRISIL Hybrid 85+15 Conservative Index |
TER: 1.38% As on (31-05-2025) |
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 investment objective of the scheme is to provide a comprehensive retirement saving solution that serves the variable needs of the investors through long term diversified investments in major asset classes. However there can be no assurance that the investment objective of the Scheme will be realized.
Standard Deviation | 2.85 |
Sharpe Ratio | 0.9 |
Alpha | 1.0 |
Beta | 0.45 |
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%