Moderately High
22 yrs 11 monthsStarted on:31 Mar 1997
₹ 452.73 Cras on: 28 Jan 2020
Medium Horizon
2.26%
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 | 69.04 |
| Return (CAGR) | 12.73% |
| Value Research | NA |
| Current NAV | 61.31 |
| Return (CAGR) | 11.87% |
| Value Research | NA |
| Current NAV | 23.58 |
| Return (CAGR) | 10.12% |
| Value Research | NA |
| Current NAV | 14.51 |
| Return (CAGR) | 9.41% |
| Value Research | NA |
| Current NAV | 12.91 |
| Return (CAGR) | 6.39% |
| Value Research | NA |