Moderately High
23 yrs 1 monthsStarted on:31 Mar 1997
₹ 448.32 Cras on: 09 Apr 2020
Medium Horizon
2.28%
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 | 20.79 |
| Return (CAGR) | 9.52% |
| Value Research | NA |
| Current NAV | 52.26 |
| Return (CAGR) | 10.63% |
| Value Research | NA |
| Current NAV | 50.79 |
| Return (CAGR) | 10.47% |
| Value Research | NA |
| Current NAV | 12.05 |
| Return (CAGR) | 4.40% |
| Value Research | NA |
| Current NAV | 11.67 |
| Return (CAGR) | 3.65% |
| Value Research | NA |