Moderately High
22 yrs 5 monthsStarted on:31 Mar 1997
₹ 436.21 Cras on: 22 Aug 2019
Medium Horizon
2.27%
Capital Growth and Income
Minimum Investment
- ₹ 500.00 for Lumpsum
Investment Objective
The scheme seeks to generate steady returns along with tax savings through a portfolio of upto 40% in equities with the balance invested in fixed income instruments. This is to ensure relative stability and deliver superior returns.Exit Load
w.e.f 03/08/2009 Entry Load - NIL; Exit Load - 10% if investment Amount < Rs.10,000; 3% if investment amount > 10,000 and age < 58years; 0% if investment Amount > 10000 and age > 58 yearsSimilar Funds
| Current NAV | 21.92 |
| Return (CAGR) | 9.99% |
| Value Research | NA |
| Current NAV | 56.74 |
| Return (CAGR) | 11.66% |
| Value Research | NA |
| Current NAV | 61.47 |
| Return (CAGR) | 12.27% |
| Value Research | NA |
| Current NAV | 12.93 |
| Return (CAGR) | 7.18% |
| Value Research | NA |
| Current NAV | 12.22 |
| Return (CAGR) | 5.58% |
| Value Research | NA |