Category: Hybrid: Dynamic Asset Allocation |
Launch Date: 01-01-2013 |
Asset Class: |
Benchmark: NIFTY 50 Hybrid Composite debt 50:50 Index |
Expense Ratio: 2.09% As on ( 31-03-2025) |
Status: Open Ended Schemes |
Minimum Topup: 100.0 |
Total Assets: 1,491.9 Cr As on ( 31-03-2025) |
Turn over: 246 |
Ravi Gopalakrishnan, Dwijendra Srivastava, Bharath S.
The scheme seeks to generate long term capital appreciation with relatively lower volatility by allocation of funds into equity assets based on Price Earning Ratio (PE Ratio) levels. When the markets become expensive in terms of 'Price to Earnings' Ratio'; the scheme will reduce its allocation to equities and move assets into debt and/or money market instruments and vice versa.