The investment objective of the scheme is to generate capital appreciation by investing in adynamically balanced portfolio of equity & equity related securities and debt & money marketsecurities.
Investors understand that their principal will be at high risk
Category
Balanced Advantage
Launch Date
03-Aug-18
Scheme Benchmark
NIFTY 50 HYBRID COMPOSITE DEBT 50:50 INDEX
AUM ( in Cr.)
5,720.92
portfolio price to book value
5.26
investing style
NA
fund manager?
Harish krishnan,Hiten Shah,Abhishek Bisen
inception date (regular plan)
expense ratio (regular plan) %
1.93
Alpha [%]
0.04
Beta [%]
0.00