| Category: Equity: Large Cap |
| Launch Date: 28-02-1995 |
| Asset Class: Equity |
| Benchmark: BSE 100 TRI |
| TER: 2.59% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 52.48 Cr As on 31-12-2025(Source:AMFI) |
| Turn over: 96% | Exit Load: 1% if exited on or before 365 days. Nil, if exited after 365 days. |
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 investors long-term capital appreciation. Investments shall be primarily in Equity and Equity related instruments of Large-cap companies.
| Standard Deviation | 13.52 |
| Sharpe Ratio | 0.67 |
| Alpha | -0.38 |
| Beta | 1.05 |
| Yield to Maturity | - |
| Average Maturity | - |
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Others
1.82%
Large Cap
92.85%
Mid Cap
5.33%
There are no scheme documents available