Category: Hybrid: Dynamic Asset Allocation |
Launch Date: 18-08-2022 |
Asset Class: |
Benchmark: NIFTY 50 Hybrid Composite debt 50:50 Index |
Expense Ratio: 2.06% As on ( 29-09-2025) |
Status: Open Ended Schemes |
Minimum Topup: 1000.0 |
Total Assets: 1,933.78 Cr As on ( 30-09-2025) |
Turn over: 273 |
Mr. Harshad Borawake (Equity portion), Mr. Mahendra Jajoo (Debt portion)
The investment objective of the scheme is to capitalize on the potential upside of equities while attempting to limit the downside by dynamically managing the portfolio through investment in equity & equity related instruments and active use of debt, money market instruments and derivatives. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.