Category: Hybrid: Multi Asset Allocation |
Launch Date: 04-03-2020 |
Asset Class: Mixed Asset |
Benchmark: CRISIL Short-Term Bond Index,S&P BSE 200 TRI,MCX I-COMDEX Composite Index |
TER: 1.94% As on (29-02-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 2,500.91 Cr As on (29-02-2024) |
Turn over: 19.07% | Exit Load: For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to generate long term capital appreciation.
Standard Deviation | 7.39 |
Sharpe Ratio | 1.31 |
Alpha | 3.92 |
Beta | 0.61 |
Yield to Maturity | 7.59 |
Average Maturity | 4.69 |
Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes.
Small Cap
8.69%
Others
34.21%
Large Cap
50.88%
Mid Cap
6.25%