Dec 04, 2024
Category
Equity
AUM (Cr.)
1,959.26
Exit Load (%)
0.00
Min Inv Lumpsum
5,000
Expense Ratio
2.00
Sharpe Ratio
17.12
Beta Ratio
0.00
Fund Manager
Sandeep Tandon
Inception Date
Nov 30, 2021
Risk Level
Very High
Investment Objective
The primary investment objective of the scheme is to seek to achieve capital appreciation in the long-term by primarily investing in a well-diversified portfolio of value stocks. The AMC will have the discretion to completely or partially invest in any of the type of securities stated above with a view to maximize the returns or on defensive considerations. 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.