Category: Hybrid: Dynamic Asset Allocation |
Launch Date: 27-02-2024 |
Asset Class: |
Benchmark: NIFTY 50 TRI |
Expense Ratio: 0.63% As on ( 31-05-2025) |
Status: Open Ended Schemes |
Minimum Topup: 500.0 |
Total Assets: 2,104.31 Cr As on ( 30-05-2025) |
Turn over: |
Mr. Rajeev Thakkar, Mr. Raunak Onkar, Mr. Rukun Tarachandani, Mr. Raj Mehta, Ms. Mansi Kariya
The investment objective of the Scheme is to generate income/long-term capital appreciation by investing in equity, equity derivatives, fixed income instruments. The allocation between equity instruments and fixed income will be managed dynamically so as to provide investors with long term capital appreciation while managing downside risk. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.