| Category: Hybrid: Aggressive |
| Launch Date: 21-03-2001 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
| TER: 2.04% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,111.57 Cr As on 28-11-2025(Source:AMFI) |
| Turn over: - | Exit Load: For redemptions / switch outs (including SIP/STP) within 15 days from the date of allotment of units, irrespective of the amount of investment: 1% 1o exit load shall be applicable on switches from Regular Plan to Direct Plan and vice versa, under the same scheme |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The investment objective of the scheme is to generate income/capital appreciation by investing primarily in equity and equity related instruments with a moderate exposure to debt securities & money market instruments. There is no assurance that the investment objective of the Scheme will be achieved.
| Standard Deviation | 12.6 |
| Sharpe Ratio | 0.46 |
| Alpha | -1.95 |
| Beta | 1.37 |
| Yield to Maturity | - |
| Average Maturity | - |
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Others
31.04%
Large Cap
65.75%
Mid Cap
3.2%