Invest
Dec 06, 2023
Category
Others
AUM (Cr.)
1,206.13
Exit Load (%)
0.00
Min Inv Lumpsum
5,000
Expense Ratio
0.00
Sharpe Ratio
18.71
Beta Ratio
0.00
Fund Manager
Rajasa Kakulavarapu
Inception Date
Oct 31, 2003
Risk Level
Moderately High
Investment Objective
To provide long-term capital appreciation with relatively lower volatility through a dynamically balanced portfolio of equity and income funds.The equity allocation (i.e. the allocation to the diversified equity fund) will be determined based on the month-end weighted average P/E and P/B ratios of the Nifty 500 Index.