Prime Rating:
Prime Recommendation:
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Fund type:
Hybrid
AUM (in crores):
₹ 5,467.51
Fund category:
Dynamic Asset Allocation
Fund manager(s):
Sunil Patil, Ajay Tyagi, Ravi Gupta, Kamal Gada
Benchmark:
NIFTY 50 Hybrid Composite Debt 50:50 Index
Minimum investment:
₹
15000
Launch date:
01 Oct 1971
Min. additional investment:
₹ 1000
Expense ratio:
1.64 %
Exit load:
N/A
Scheme Objective: An open-ended balanced fund with an objective of investing not more than 40% of the funds in equity and equity related instruments and balance in debt and money market instruments with low to medium risk profile. Investment by an individual in the scheme is eligible for exemption under section 80C of the IT Act 1961. In addition the scheme also offers Life Insurance and Accident Insurance cover.
Performance (As on 12 Jun 2025)
Performance data is not available for this scheme.