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. Actual returns vary and are not guaranteed.
This is a fund of funds — it invests in other funds and ETFs rather than individual companies, so the source publishes its underlying holdings without a sector split.
The investment objective is to provide long term total return primarily by seeking capital appreciation through an active asset allocation by investing in a basket of equity and debt mutual fund schemes and money market instruments.
Fund manager(s): Gautam Bhupal
Exit load: Exit load of 1% if redeemed within 1 year