Invest
Sep 29, 2023
Category
Hybrid
AUM (Cr.)
3,397.98
Exit Load (%)
0.00
Min Inv Lumpsum
100
Expense Ratio
0.00
Sharpe Ratio
17.28
Beta Ratio
0.00
Fund Manager
Atul Bhole
Inception Date
Feb 06, 2014
Risk Level
Moderately High
Investment Objective
The investment objective of the Scheme is to seek capital appreciation by managing the asset allocation between equity and fixed income securities. The Scheme will dynamically manage the asset allocation between equity and fixed income. Equity allocation will be decided based on a combination of valuation and momentum while fixed income and arbitrage will be resultant allocation. The Scheme intends to generate long-term capital appreciation by investing in equity and equity related instruments and seeks to generate income through investments in fixed income securities and by using arbitrage and other derivative strategies. However, there can be no assurance that the investment objective of the scheme will be realized.