Invest
Aug 07, 2023
Category
Hybrid
AUM (Cr.)
43.21
Exit Load (%)
0.00
Min Inv Lumpsum
5,000
Expense Ratio
0.00
Sharpe Ratio
0.00
Beta Ratio
0.00
Fund Manager
Ashutosh Bhargava
Inception Date
Mar 30, 2020
Risk Level
Low
Investment Objective
The scheme endeavors to protect the capital by investing in high quality fixed income securities as the primary objective and generate capital appreciation by investing in equity and equity related instruments as a secondary objective. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved. The Scheme is "oriented towards protection of capital" and not "with guaranteed returns". Further, the orientation towards protection of the capital originates from the portfolio structure of the scheme and not from any bank guarantee, insurance cover etc.