Category: Hybrid: Dynamic Asset Allocation |
Launch Date: 28-12-2023 |
Asset Class: Mixed Asset |
Benchmark: NIFTY 50 Hybrid Composite debt 50:50 Index |
Expense Ratio: 2.37% As on ( 31-03-2025) |
Status: Open Ended Schemes |
Minimum Topup: 500.0 |
Total Assets: 508.64 Cr As on ( 31-03-2025) |
Turn over: |
Dhawal Ghanshyam Dhanani, Umeshkumar Mehta, Paras Matalia
The Scheme seeks to generate income/long-term capital appreciation by investing in equity, equity derivatives, fixed income instruments and foreign securities. 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.