Oct 03, 2024
Category
Others
AUM (Cr.)
393.70
Exit Load (%)
0.00
Min Inv Lumpsum
5,000
Expense Ratio
2.41
Sharpe Ratio
38.80
Beta Ratio
0.00
Fund Manager
Jayesh Sundar
Inception Date
Dec 20, 2019
Risk Level
Very High
Investment Objective
The Investment Plan has a dual objective of generating capital appreciation by investing in equity and equity related securities as well as generating income by investing in debt and money market securities, while attempting to manage risk from the market through active asset allocation. The Investment Plan may also invest in units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.