Dec 11, 2024
Category
Equity
AUM (Cr.)
2,345.99
Exit Load (%)
0.00
Min Inv Lumpsum
5,000
Expense Ratio
1.96
Sharpe Ratio
14.18
Beta Ratio
0.00
Fund Manager
Sandeep Tandon
Inception Date
Apr 30, 2021
Risk Level
Very High
Investment Objective
The investment objective of the Scheme is to deliver superior returns as compared to the underlying benchmark over the medium to long term through investing in equity and equity related securities. The portfolio of stocks will be selected, weighed and rebalanced using stock screeners, factor based scoring and an optimization formula which aims to enhance portfolio exposures to factors representing ood investing principles` such as growth, value and quality within risk constraints.