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 growth by investing in securities of the Nifty Smallcap 250 Momentum Quality 100 Index in the same proportion/weightage with an aim to provide returns before expenses that track the total return of Nifty Smallcap 250 Momentum Quality 100 Index, subject to tracking errors. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.
Fund manager(s): Nikhil Satam, Aakash Chauhan, Shashi Kumar
Exit load: No charges for withdrawal