Category: Hybrid: Multi Asset Allocation |
Launch Date: 31-01-2024 |
Asset Class: |
Benchmark: NIFTY 500 TRI (65), NIFTY Short Duration Index (25), Domestic Price of Silver (5), Domestic Price of Gold (5) |
Expense Ratio: 1.94% As on ( 29-09-2025) |
Status: Open Ended Schemes |
Minimum Topup: 1000.0 |
Total Assets: 2,254.29 Cr As on ( 30-09-2025) |
Turn over: |
Equity Portion: FM 1 - Mr. Viraj Kulkari, FM 2- Mr. Daylynn Pinto and FM 3 - Mr. Kapil Kankonkar; Debt Portion: FM 4 - Mr. Gautam Kaul ; Foreign/overseas investment: FM 5 - Ms. Ritika Behera (Equity Portion), FM 6 - Mr. Gaurav Satra (Equity Portion) and FM 7 - Mr. Brijesh Shah (Debt Portion)
The investment objective of the Scheme is to generate income and provide long term capital appreciation by investing in instruments across multiple asset classes namely Equity & Equity Related Instruments, Debt & Money Market Securities and Gold/Silver related instruments. However, there is no assurance or guarantee that the objectives of the scheme will be realized and the scheme does not assure or guarantee any returns.