Category: Hybrid: Dynamic Asset Allocation |
Launch Date: 04-02-2021 |
Asset Class: Mixed Asset |
Benchmark: CRISIL Hybrid 50+50 Moderate Index |
Expense Ratio: 2.18% As on ( 30-06-2025) |
Status: Open Ended Schemes |
Minimum Topup: 1000.0 |
Total Assets: 994.73 Cr As on ( 30-06-2025) |
Turn over: 51 |
Mr. Utsav Mehta, Mr. Anandha Padmanabhan, Mr. Vinay Paharia, Mr. Puneet Pal
To provide capital appreciation and income distribution to the investors by dynamically managing the asset allocation between equity and fixed income using equity derivatives strategies, arbitrage opportunities and pure equity investments. The scheme seeks to reduce the volatility by diversifying the assets across equity and fixed income. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns.