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Fund Details
Risk | High | - |
Rating | 0.0 | - |
Min SIP Amount | ₹500 | - |
Expense Ratio | 2.26 | - |
NAV | ₹208.53 | - |
Fund Started | 03 Mar 1997 | - |
Fund Size | ₹515.96 Cr | - |
Exit Load | Exit load of 3% if redeemed before the age of 58 yrs. | - |
Returns
1 Year | 16.35% | - |
3 Year | 8.69% | - |
5 Year | 9.59% | - |
Holding Analysis
Equity | 38.73% | - |
Cash | 1.55% | - |
Top Holdings
Top 10 Holdings |
| - |
Fund Manager
Name | Anand Radhakrishnan | - |
Start Date | 01 Jan 2019 | - |
About Fund
Description | The scheme seeks to generate steady returns along with tax savings through a portfolio of upto 40% in equities with the balance invested in fixed income instruments. This is to ensure relative stability and deliver superior returns. | - |
Launch Date | 03 Mar 1997 | - |
