May 19, 2025
Category
AUM (Cr.)
8,250.30
Exit Load (%)
0.00
Min Inv Lumpsum
500
Expense Ratio
1.73
Sharpe Ratio
2.70
Beta Ratio
0.00
Fund Manager
Meenakshi Dawar
Inception Date
Aug 13, 2021
Risk Level
Very High
Investment Objective
The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities. The fund will have the flexibility to invest in a broad range of companies with an objective to maximize the returns, at the same time trying to minimize the risk by reasonable diversification. However there can be no assurance that the investment objective of the scheme will be realized, as actual market movements may be at variance with anticipated trends.