Category: Hybrid: Aggressive |
Launch Date: 18-12-2020 |
Asset Class: Mixed Asset |
Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
TER: 2.37% As on (31-05-2025) |
Status: Open Ended Schemes |
Minimum Investment: 1000.0 |
Minimum Topup: 1000.0 |
Total Assets: 634.93 Cr As on 30-04-2025(Source:AMFI) |
Turn over: - | Exit Load: 1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The investment objective of the Scheme is to achieve long term capital growth and generate income from a portfolio, predominantly of equity and equity related securities. The scheme will also invest in debt & money market instruments. However, there is no assurance that the Investment Objective of the Scheme will be achieved.
Standard Deviation | 9.42 |
Sharpe Ratio | 0.8 |
Alpha | 1.46 |
Beta | 0.78 |
Yield to Maturity | 7.39 |
Average Maturity | 3.95 |
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Small Cap
9.48%
Others
25.0%
Large Cap
52.69%
Mid Cap
12.83%