The objective of the scheme is to achieve long-term growth of capital, at relatively moderate levels of risk through a diversified research based investment in Large & Midcap companies.
Investors understand that their principal will be at very high risk
Category
Market Cap Fund
Launch Date
24-Feb-95
Scheme Benchmark
S&P BSE 250 LARGEMIDCAP INDEX - TRI
AUM ( in Cr.)
5,204.80
portfolio price to book value
6.62
investing style?
Large Growth
fund manager?
Satyabrata Mohanty
inception date (regular plan)
expense ratio (regular plan) %
1.99
Alpha [%]
-0.04
Beta [%]
1.00