The investment objective of the Wealth Plan is to seek generation of capital appreciation by creating a portfolio that is predominantly investing in equity & equity related securities and debt and money market instruments.
Investors understand that their principal will be at very high risk
Category
Solution Oriented - Children's Fund
Launch Date
11-Feb-19
Scheme Benchmark
NA
AUM ( in Cr.)
540.54
portfolio price to book value
investing style
fund manager?
Atul Penkar,Harshil Suvarnkar
inception date (regular plan)
expense ratio (regular plan) %
2.49
Alpha [%]
-0.04
Beta [%]
0.62