Category: Hybrid: Multi Asset Allocation |
Launch Date: 05-01-2024 |
Asset Class: |
Benchmark: NIFTY 500 TRI (65), NIFTY Short Duration Index (25), Domestic Price of Silver (5), Domestic Price of Gold (5) |
Expense Ratio: 1.97% As on ( 30-06-2025) |
Status: Open Ended Schemes |
Minimum Topup: 1000.0 |
Total Assets: 2,019.96 Cr As on ( 30-06-2025) |
Turn over: |
Equity Portion: Mr. Viraj Kulkarni, Mr. Daylynn Pinto, Mr. Nemish Sheth Debt Portion: Mr. Gautam Kaul Overseas Portion: Ms. Ritika Behera (Equity), Mr. Sreejith Balasubramanian (Debt)
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.