Dec 11, 2024
Category
Hybrid
AUM (Cr.)
4,682.25
Exit Load (%)
1.00
Min Inv Lumpsum
5,000
Expense Ratio
1.78
Sharpe Ratio
26.66
Beta Ratio
0.00
Fund Manager
Sharwan Kumar Goyal
Inception Date
Nov 19, 2008
Risk Level
Very High
Investment Objective
The objective of the Scheme is to achieve long term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related instruments. The fund also invests in debt and money market instruments with a view to generate regular income. The fund also invests in Gold ETFs. The portfolio allocation is managed dynamically. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.