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 primary objective of the Scheme is to generate capital appreciation primarily from a portfolio that invests in units of active Equity oriented schemes, Debt oriented schemes and Gold ETFs/Silver ETFs. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Fund manager(s): Manish Banthia, Akhil Kakkar, Dharmesh Kakkad, Gaurav Chikane, Sharmila D'mello
Exit load: Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year.