Category: Hybrid: Dynamic Asset Allocation |
Launch Date: 01-10-1971 |
Asset Class: Mixed Asset |
Benchmark: NIFTY 50 Hybrid Composite debt 50:50 Index |
Expense Ratio: 1.64% As on ( 30-04-2025) |
Status: Open Ended Schemes |
Minimum Topup: 1000.0 |
Total Assets: 5,467.12 Cr As on ( 30-05-2025) |
Turn over: 3 |
Mr. Sunil Patil FM 1,Mr. Ajay Tyagi FM 2,Mr. Ravi Gupta FM 3, Mr. Kamal Gada FM 4,Not Applicable FM 5
Investment objective of the scheme is primarily to provide return through growth in the NAV or through dividend distribution (IDCW) and reinvestment thereof. Amounts collected under the scheme shall generally be invested as follows: (a) Not less than 60% of the funds in debt instruments with low to medium risk profile. (b) Not more than 40% of the funds in equities and equity related instruments