Dec 11, 2024
Category
Equity
AUM (Cr.)
8,411.68
Exit Load (%)
0.00
Min Inv Lumpsum
5,000
Expense Ratio
1.85
Sharpe Ratio
12.68
Beta Ratio
0.00
Fund Manager
Vinay Sharma
Inception Date
Dec 26, 2006
Risk Level
Very High
Investment Objective
The primary investment objective of the scheme is to generate long-term capital growth by predominantly investing in an active and concentrated portfolio of equity & equity related instruments up to 30 companies across market capitalization. The secondary objective of the scheme is to generate consistent returns by investing in debt, money market securities, REITs and InvITs. There is no assurance or guarantee that the investment objective of the scheme will be achieved.