3Y and 5Y returns are annualised.
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. This scheme is too new to have a track record for any of those windows, so the calculator starts on a neutral custom rate — change it to whatever you assume.
No portfolio disclosure is available for this scheme yet.
The investment objective of the scheme is to generate long term capital appreciation by predominantly investing in equity and equity related instruments by following a value investment strategy. However, there is no assurance that the investment objective of the scheme will be achieved.
Fund manager(s): Nav Bhardwaj
Exit load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months.