-
Mutual Funds
-
Insurance
-
Calculators
Great! You have sucessfully subscribed for newsletters for investments
Subscribed email:
Compare Mutual Funds
Comparing 1/4 funds
- Add Fund
- Add Fund
- Add Fund
- Category,
Sub-category - aggressive hybrid, hybrid
- Fund Age
- 12 yrs 4 m
- Fund Size
- ₹2,612 Crs
- 3 months
- 8.53%
- 6 months
- 3.11%
- 1 year
- 11.71%
- 3 year
- 21.39%
- 5 year
- 25.26%
- Standard Deviation
- 10.63
- Sharpe
- 1.1
- Beta
- 0.85
- Sortino
- 1.77
- Alpha
- 5.39
- Top 3 sectors
- Financial (22.98%)
- Healthcare (8.180000000000001%)
- Energy (6.720000000000001%)
- Top 5 holdings
- National Bank For Agriculture & Rural Development (7.29%)
- ICICI Bank Ltd. (6.66%)
- HDFC Bank Ltd. (5.15%)
- GOI (4.31%)
- Edelweiss Liquid Super Institutional Direct-Growth (3.86%)
- Equity%
- 75.21267648%
- Debt%
- 28.8366813%
- Turnover Ratio
- NA
- Yield To Maturity
- 6.61%
- Modified Duration
- 1.29 yrs
- Avg. Maturity
- 1.54 yrs
- Avg. Credit Quality
- Low (AAA)
- Expense Ratio
- 0.39%
- Exit Load
- 1.0% know more
- Lock-in
- No Lockin
- Benchmark Index
- CRISIL Hybrid 35+65 Aggressive Index
- Min. Investment
- SIP ₹500 & Lumpsum ₹5000
- Investment Horizon
- Good for Medium Term
- Managed By
- Bhavesh Jain
- Bharat Lahoti
- Rahul Dedhia
- Pranavi Kulkarni
