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 long-term capital appreciation and regular income by investing predominantly in a well-diversified portfolio of equity and equity related instruments of dividend yielding companies. There is no assurance that the investment objective of the Scheme will be achieved.
Fund manager(s): Piyush Baranwal, Ashish Agarwal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak
Exit load: No charges for withdrawal