Moderately High
8 yrs 11 monthsStarted on:16 Dec 2010
₹ 209.34 Cras on: 15 Oct 2019
Medium Horizon
2.43%
Capital Growth and Income
Minimum Investment
- ₹ 5000.00 for Lumpsum
Investment Objective
The scheme seeks to generate long term capital appreciation with relatively lower volatility by allocation of funds into equity assets based on Price Earning Ratio (PE Ratio) levels. When the markets become expensive in terms of 'Price to Earnings' Ratio'; the scheme will reduce its allocation to equities and move assets into debt and/or money market instruments and vice versa.Exit Load
If redeemed on or before 1 Year from the date of allotment - 1%.Scheme Documents
Similar Funds
| Current NAV | 36.42 |
| Return (CAGR) | 10.63% |
| Value Research |
| Current NAV | 90.49 |
| Return (CAGR) | 15.90% |
| Value Research | NA |
| Current NAV | 28.65 |
| Return (CAGR) | 8.32% |
| Value Research |
| Current NAV | 84.38 |
| Return (CAGR) | 14.29% |
| Value Research |
| Current NAV | 189.71 |
| Return (CAGR) | 17.98% |
| Value Research | NA |
| Current NAV | 15.75 |
| Return (CAGR) | 8.31% |
| Value Research |
| Current NAV | 13.52 |
| Return (CAGR) | 6.20% |
| Value Research |
| Current NAV | 12.82 |
| Return (CAGR) | 8.50% |
| Value Research |