Category: Hybrid: Aggressive |
Launch Date: 21-03-2001 |
Asset Class: Mixed Asset |
Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
TER: 2.01% As on (30-06-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 2,169.07 Cr As on 30-06-2025(Source:AMFI) |
Turn over: - | Exit Load: NIL |
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 realized.
Standard Deviation | 13.05 |
Sharpe Ratio | 0.89 |
Alpha | -0.22 |
Beta | 1.26 |
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
28.98%
Large Cap
69.15%
Mid Cap
1.86%