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1M
6M
1Y
3Y
5Y
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| NAV: 24 Dec 2020 | ₹13.20 |
|---|---|
| Min. SIP Amount | ₹2,000 |
| Rating | 1star |
|---|---|
| Fund Size | ₹1.26 Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹0 (0.00%)
Returns and rankings
Category: Solution Oriented Retirement
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 5.6% | 3.2% | 5.6% | 5.7% |
| Category average | 14.2% | 7.4% | 7.4% | NA |
| Rank with in category | 34 | 31 | 31 | NA |
Understand termsinfo
Holdings (56)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| JSW Steel Ltd. | Metals | Equity | 7.5% |
| ICICI Bank Ltd. | Financial | Equity | 6.3% |
| Axis Bank Ltd. | Financial | Equity | 6.3% |
| Lupin Ltd. | Healthcare | Equity | 6.0% |
Sun Pharmaceutical Inds. Ltd. | Healthcare | Equity | 5.7% |
| Hindustan Unilever Ltd. | FMCG | Equity | 5.5% |
| ITC Ltd. | FMCG | Equity | 5.3% |
| Coal India Ltd. | Energy | Equity | 3.7% |
| HDFC Bank Ltd. | Financial | Equity | 2.2% |
| Reliance Industries Ltd. | Energy | Equity | 1.7% |
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Pros and cons
Category: Solution Oriented Retirement
Pros
- Exit load is zero
Cons
- Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
- Higher expense ratio - 2.25000845%
- 1Y Returns are lower than the category average returns
- 3Y Returns are lower than the category average returns
- 5Y Returns are lower than the category average returns
Expense ratio, exit load and tax
Expense ratio: 2.25000845%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Understand termsinfo
Minimum investment amounts
| Min. for 1st investment | ₹1,000 |
| Min. for 2nd investment onwards | ₹5,000 |
| Min. for SIP | ₹2,000 |
Fund management
P V K Mohan
Jun 2018 - Present
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Ravi Gopalakrishnan
Jul 2019 - Present
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Fund house & investment objective
Fund house contact details
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