Category: Hybrid: Dynamic Asset Allocation |
Launch Date: 10-10-2014 |
Asset Class: Mixed Asset |
Benchmark: NIFTY 50 Hybrid Composite debt 50:50 Index |
Expense Ratio: 2.02% As on ( 30-06-2025) |
Status: Open Ended Schemes |
Minimum Topup: 1000.0 |
Total Assets: 2,301.63 Cr As on ( 30-06-2025) |
Turn over: 41 |
Mr. Manish Gunwani (equity portfolio), Mr. Vishal Biraia (equity portfolio). and Mr. Brijesh Shah (debt portfolio)
The primary objective of the scheme is to seek to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity and equity related instruments; and for defensive purposes in equity derivatives. The secondary objective of the scheme will be to generate income and capital appreciation through investment in Debt & Money Market instruments. There is no assurance or guarantee that the objectives of the scheme will be realised.