Category: Equity: ELSS |
Launch Date: 18-01-2019 |
Asset Class: Equity |
Benchmark: NIFTY 500 TRI |
TER: 2.25% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: 47.33 Cr As on (31-03-2024) |
Turn over: 413.9% | Exit Load: Nil |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The Scheme seeks to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time.
Standard Deviation | 12.71 |
Sharpe Ratio | 0.85 |
Alpha | -1.44 |
Beta | 0.91 |
Yield to Maturity | - |
Average Maturity | - |
Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).
Small Cap
7.57%
Others
16.56%
Large Cap
60.94%
Mid Cap
14.93%