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Risk

Very High
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Rating

5.0
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Min SIP Amount

₹100
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Expense Ratio

1.53
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NAV

₹407.96
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Fund Started

20 Sep 1999
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Fund Size

₹49222.51 Cr
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Exit Load

Exit load for units in excess of 30% of the investment,1% will be charged for redemption within 365 days
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1 Year

9.44%
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3 Year

18.91%
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5 Year

21.61%
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Equity

74.96%
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Cash

8.25%
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Top 10 Holdings

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Name

Sri Sharma
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Start Date

30 Apr 2021
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Description

The scheme seeks to generate long-term capital appreciation and current income by investing in a portfolio that is investing in equities and related securities as well as fixed income and money market securities. The approximate allocation to equity would be in the range of 60-80 per cent with a minimum of 51 per cent, and the approximate debt allocation is 40-49 per cent, with a minimum of 20 per cent.
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Launch Date

20 Sep 1999
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