Dsp Equity & Bond Fund Overview | ||||||
---|---|---|---|---|---|---|
Category | Aggressive Hybrid Fund | |||||
BMSMONEY Rank | 18 | |||||
BMSMONEY Rating | ||||||
Growth Option | As On: | 23-04-2024 | ||||
NAV | ₹297.82 (R) | +0.27% | ₹330.56 (D) | +0.27% | ||
Returns Gro. Opt. | 1Y | 3Y | 5Y | 7Y | 10Y | |
LumpSum Reg. P | 28.42% | 13.94% | 14.48% | 12.05% | 14.58% | |
LumpSum Dir. P | 29.75% | 15.12% | 15.64% | 13.22% | 15.7% | |
SIP Reg. P | 23.72% | 13.37% | 15.49% | 14.05% | 13.03% | |
SIP Dir. P | 25.01% | 14.53% | 16.68% | 15.2% | 14.16% | |
Ratio | Sharpe Ratio | Sortino Ratio | Sterling Ratio | Jensen's Alpha | Treynor Ratio | |
0.45 | 0.24 | 0.54 | -0.83% | 0.05 | ||
Risk | STD. Dev | VaR 1Y95% | Max DD | Beta | Semi Devi. | |
10.42% | -11.09% | -13.38% | 0.98 | 6.95% |
NAV Date: 23-04-2024
Scheme Name | NAV | Rupee Change | Percent Change |
---|---|---|---|
DSP Equity & Bond Fund- Regular Plan - IDCW | 27.64 |
0.0700
|
0.2600%
|
DSP Equity & Bond Fund - Direct Plan - IDCW | 63.47 |
0.1700
|
0.2700%
|
DSP Equity & Bond Fund- Regular Plan - Growth | 297.82 |
0.7900
|
0.2700%
|
DSP Equity & Bond Fund - Direct Plan - Growth | 330.56 |
0.8800
|
0.2700%
|
Review Date: March 28, 2024
Performance of the DSP Equity & Bond Fund has been analyzed on 20 performance parameters. Out of eight return parameters, the fund has zero return parameters in first quartile; whereas zero risk parameters (out of five) in first quartile. Similarly zero risk-adjusted performance parameters are in first quartile. Based on this performance DSP Equity & Bond Fund has achieved 18th (out of 26 funds), which is poor rank in the Aggressive Hybrid Fund category. Essentially, among its peer group of similar types of funds, it stands in the very good position, a testament to its successful track record. The Aggressive Hybrid Fund category has 26 funds.KPIs* | Fund | Benchmark | Cat. Avg | Min | Max | Rank (In Cat.) | Better Than Cat. Avg | In 1st Quartile | In 4th Quartile |
---|---|---|---|---|---|---|---|---|
1M Return % | 3.00 |
2.48
|
1.58 | 5.13 | 6 | 26 |
Yes
|
Yes
|
No
|
|
3M Return % | 3.50 |
5.65
|
2.34 | 10.89 | 25 | 26 |
No
|
No
|
Yes
|
|
6M Return % | 13.32 |
17.39
|
12.03 | 30.47 | 23 | 26 |
No
|
No
|
Yes
|
|
1Y Return % | 28.42 |
29.93
|
20.90 | 54.09 | 13 | 26 |
No
|
No
|
No
|
|
3Y Return % | 13.94 |
16.26
|
10.69 | 26.25 | 21 | 25 |
No
|
No
|
Yes
|
|
5Y Return % | 14.48 |
14.37
|
10.79 | 24.36 | 9 | 23 |
Yes
|
No
|
No
|
|
7Y Return % | 12.05 |
12.31
|
8.73 | 19.86 | 11 | 19 |
No
|
No
|
No
|
|
10Y Return % | 14.58 |
13.86
|
9.95 | 18.80 | 4 | 15 |
Yes
|
Yes
|
No
|
|
15Y Return % | 14.48 |
14.62
|
9.92 | 17.94 | 6 | 12 |
No
|
No
|
No
|
|
1Y SIP Return % | 23.72 |
28.77
|
19.02 | 53.11 | 21 | 26 |
No
|
No
|
Yes
|
|
3Y SIP Return % | 13.37 |
15.35
|
8.47 | 27.35 | 17 | 25 |
No
|
No
|
No
|
|
5Y SIP Return % | 15.49 |
17.05
|
11.60 | 26.98 | 14 | 23 |
No
|
No
|
No
|
|
7Y SIP Return % | 14.05 |
15.09
|
10.89 | 23.49 | 10 | 19 |
No
|
No
|
No
|
|
10Y SIP Return % | 13.03 |
13.45
|
9.92 | 19.60 | 8 | 15 |
No
|
No
|
No
|
|
15Y SIP Return % | 13.08 |
13.48
|
9.51 | 17.28 | 7 | 12 |
No
|
No
|
No
|
|
Standard Deviation | 10.42 |
9.81
|
8.80 | 12.68 | 17 | 20 |
No
|
No
|
Yes
|
|
Semi Deviation | 6.95 |
6.89
|
6.17 | 8.89 | 15 | 20 |
No
|
No
|
Yes
|
|
Max Drawdown % | -13.38 |
-9.59
|
-14.96 | -5.01 | 18 | 20 |
No
|
No
|
Yes
|
|
VaR 1 Y % | -11.09 |
-10.51
|
-13.27 | -7.12 | 14 | 20 |
No
|
No
|
No
|
|
Average Drawdown % | -4.05 |
-3.63
|
-6.28 | -2.17 | 14 | 20 |
No
|
No
|
No
|
|
Sharpe Ratio | 0.45 |
0.75
|
0.23 | 1.72 | 17 | 20 |
No
|
No
|
Yes
|
|
Sterling Ratio | 0.54 |
0.82
|
0.43 | 1.67 | 18 | 20 |
No
|
No
|
Yes
|
|
Sortino Ratio | 0.24 |
0.40
|
0.13 | 1.04 | 16 | 20 |
No
|
No
|
Yes
|
|
Jensen Alpha % | -0.83 |
1.49
|
-4.58 | 10.86 | 16 | 20 |
No
|
No
|
Yes
|
|
Treynor Ratio | 0.05 |
0.07
|
0.02 | 0.16 | 16 | 20 |
No
|
No
|
Yes
|
|
Modigliani Square Measure % | 10.99 |
14.45
|
8.62 | 23.71 | 17 | 20 |
No
|
No
|
Yes
|
|
Alpha % | -2.56 |
1.75
|
-5.01 | 12.56 | 19 | 20 |
No
|
No
|
Yes
|
KPIs* | Fund | Benchmark | Cat. Avg | Min | Max | Rank (In Cat.) | Better Than Cat. Avg | In 1st Quartile | In 4th Quartile |
---|---|---|---|---|---|---|---|---|
1M Return % | 3.08 | 2.57 | 1.63 | 5.28 | 6 | 26 |
Yes
|
Yes
|
No
|
|
3M Return % | 3.77 | 5.97 | 2.80 | 11.22 | 24 | 26 |
No
|
No
|
Yes
|
|
6M Return % | 13.92 | 18.12 | 12.87 | 31.30 | 23 | 26 |
No
|
No
|
Yes
|
|
1Y Return % | 29.75 | 31.52 | 22.18 | 56.38 | 13 | 26 |
No
|
No
|
No
|
|
3Y Return % | 15.12 | 17.66 | 12.51 | 26.95 | 20 | 25 |
No
|
No
|
Yes
|
|
5Y Return % | 15.64 | 15.71 | 11.72 | 25.77 | 9 | 23 |
No
|
No
|
No
|
|
7Y Return % | 13.22 | 13.55 | 10.44 | 20.98 | 10 | 19 |
No
|
No
|
No
|
|
10Y Return % | 15.70 | 14.93 | 11.14 | 19.62 | 4 | 15 |
Yes
|
Yes
|
No
|
|
1Y SIP Return % | 25.01 | 30.36 | 20.37 | 55.64 | 20 | 26 |
No
|
No
|
Yes
|
|
3Y SIP Return % | 14.53 | 16.72 | 9.78 | 28.91 | 17 | 25 |
No
|
No
|
No
|
|
5Y SIP Return % | 16.68 | 18.42 | 13.05 | 28.46 | 17 | 23 |
No
|
No
|
No
|
|
7Y SIP Return % | 15.20 | 16.32 | 12.66 | 24.80 | 10 | 19 |
No
|
No
|
No
|
|
10Y SIP Return % | 14.16 | 14.53 | 11.12 | 20.61 | 8 | 15 |
No
|
No
|
No
|
|
Standard Deviation | 10.42 | 9.81 | 8.80 | 12.68 | 17 | 20 |
No
|
No
|
Yes
|
|
Semi Deviation | 6.95 | 6.89 | 6.17 | 8.89 | 15 | 20 |
No
|
No
|
Yes
|
|
Max Drawdown % | -13.38 | -9.59 | -14.96 | -5.01 | 18 | 20 |
No
|
No
|
Yes
|
|
VaR 1 Y % | -11.09 | -10.51 | -13.27 | -7.12 | 14 | 20 |
No
|
No
|
No
|
|
Average Drawdown % | -4.05 | -3.63 | -6.28 | -2.17 | 14 | 20 |
No
|
No
|
No
|
|
Sharpe Ratio | 0.45 | 0.75 | 0.23 | 1.72 | 17 | 20 |
No
|
No
|
Yes
|
|
Sterling Ratio | 0.54 | 0.82 | 0.43 | 1.67 | 18 | 20 |
No
|
No
|
Yes
|
|
Sortino Ratio | 0.24 | 0.40 | 0.13 | 1.04 | 16 | 20 |
No
|
No
|
Yes
|
|
Jensen Alpha % | -0.83 | 1.49 | -4.58 | 10.86 | 16 | 20 |
No
|
No
|
Yes
|
|
Treynor Ratio | 0.05 | 0.07 | 0.02 | 0.16 | 16 | 20 |
No
|
No
|
Yes
|
|
Modigliani Square Measure % | 10.99 | 14.45 | 8.62 | 23.71 | 17 | 20 |
No
|
No
|
Yes
|
|
Alpha % | -2.56 | 1.75 | -5.01 | 12.56 | 19 | 20 |
No
|
No
|
Yes
|
Investment Period | Regular | Direct | ||
---|---|---|---|---|
Return % | Current Value of ₹ 10000 | Return % | Current Value of ₹ 10000 | |
1D | 0.27 | ₹ 10027.0 | 0.27 | ₹ 10027.0 |
1W | 1.45 | ₹ 10145.0 | 1.47 | ₹ 10147.0 |
1M | 3.0 | ₹ 10300.0 | 3.08 | ₹ 10308.0 |
3M | 3.5 | ₹ 10350.0 | 3.77 | ₹ 10377.0 |
6M | 13.32 | ₹ 11332.0 | 13.92 | ₹ 11392.0 |
1Y | 28.42 | ₹ 12842.0 | 29.75 | ₹ 12975.0 |
3Y | 13.94 | ₹ 14793.0 | 15.12 | ₹ 15257.0 |
5Y | 14.48 | ₹ 19660.0 | 15.64 | ₹ 20683.0 |
7Y | 12.05 | ₹ 22177.0 | 13.22 | ₹ 23854.0 |
10Y | 14.58 | ₹ 39011.0 | 15.7 | ₹ 42990.0 |
15Y | 14.48 | ₹ 76052.0 | - | ₹ - |
Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.
Investment Period | Invested Amount | Regular | Direct | ||
---|---|---|---|---|---|
XIRR % | Current Value of Invested Amount | XIRR % | Current Value of Invested Amount | ||
1Y | ₹ 12000 | 23.7189 | ₹ 13489.092 | 25.0121 | ₹ 13567.716 |
3Y | ₹ 36000 | 13.3714 | ₹ 43943.292 | 14.5303 | ₹ 44682.084 |
5Y | ₹ 60000 | 15.4867 | ₹ 88405.32 | 16.6814 | ₹ 91037.46 |
7Y | ₹ 84000 | 14.0496 | ₹ 138605.712 | 15.2046 | ₹ 144440.94 |
10Y | ₹ 120000 | 13.0253 | ₹ 236718.48 | 14.159 | ₹ 251526.72 |
15Y | ₹ 180000 | 13.0823 | ₹ 522562.14 | - | ₹ - |
Date | NAV Regular Growth | NAV Direct Growth |
---|---|---|
23-04-2024 | 297.819 | 330.562 |
22-04-2024 | 297.031 | 329.678 |
19-04-2024 | 295.31 | 327.739 |
18-04-2024 | 293.55 | 325.777 |
16-04-2024 | 294.096 | 326.364 |
15-04-2024 | 294.596 | 326.909 |
12-04-2024 | 297.177 | 329.746 |
09-04-2024 | 297.508 | 330.085 |
08-04-2024 | 297.349 | 329.899 |
05-04-2024 | 296.963 | 329.443 |
04-04-2024 | 296.256 | 328.648 |
03-04-2024 | 294.785 | 327.008 |
02-04-2024 | 293.916 | 326.034 |
01-04-2024 | 293.872 | 325.976 |
28-03-2024 | 291.347 | 323.139 |
27-03-2024 | 289.172 | 320.718 |
26-03-2024 | 289.158 | 320.694 |
22-03-2024 | 287.438 | 318.751 |
21-03-2024 | 286.212 | 317.381 |
20-03-2024 | 283.241 | 314.078 |
19-03-2024 | 283.377 | 314.22 |
18-03-2024 | 284.904 | 315.905 |
15-03-2024 | 284.804 | 315.768 |
14-03-2024 | 286.094 | 317.189 |
13-03-2024 | 284.274 | 315.163 |
12-03-2024 | 289.2 | 320.615 |
11-03-2024 | 290.015 | 321.509 |
07-03-2024 | 290.888 | 322.441 |
06-03-2024 | 290.066 | 321.521 |
05-03-2024 | 290.963 | 322.507 |
04-03-2024 | 292.271 | 323.948 |
01-03-2024 | 292.598 | 324.283 |
29-02-2024 | 290.771 | 322.249 |
28-02-2024 | 289.678 | 321.029 |
27-02-2024 | 291.043 | 322.532 |
26-02-2024 | 291.15 | 322.642 |
23-02-2024 | 291.652 | 323.171 |
22-02-2024 | 290.554 | 321.944 |
21-02-2024 | 289.566 | 320.841 |
20-02-2024 | 290.945 | 322.359 |
19-02-2024 | 290.745 | 322.129 |
16-02-2024 | 289.86 | 321.121 |
15-02-2024 | 288.521 | 319.629 |
14-02-2024 | 287.983 | 319.023 |
13-02-2024 | 286.753 | 317.652 |
12-02-2024 | 285.581 | 316.345 |
09-02-2024 | 288.735 | 319.811 |
08-02-2024 | 289.772 | 320.951 |
07-02-2024 | 291.854 | 323.247 |
06-02-2024 | 291.436 | 322.775 |
05-02-2024 | 289.693 | 320.836 |
02-02-2024 | 291.66 | 322.986 |
01-02-2024 | 290.701 | 321.915 |
31-01-2024 | 291.105 | 322.354 |
30-01-2024 | 288.461 | 319.417 |
29-01-2024 | 290.124 | 321.249 |
25-01-2024 | 287.568 | 318.383 |
24-01-2024 | 287.734 | 318.557 |
23-01-2024 | 284.337 | 314.787 |
19-01-2024 | 289.459 | 320.421 |
18-01-2024 | 287.032 | 317.725 |
17-01-2024 | 288.074 | 318.869 |
16-01-2024 | 291.146 | 322.259 |
15-01-2024 | 291.852 | 323.03 |
12-01-2024 | 290.476 | 321.479 |
11-01-2024 | 289.863 | 320.791 |
10-01-2024 | 290.109 | 321.054 |
09-01-2024 | 289.969 | 320.889 |
08-01-2024 | 290.722 | 321.713 |
05-01-2024 | 291.823 | 322.903 |
04-01-2024 | 291.24 | 322.248 |
03-01-2024 | 288.905 | 319.654 |
02-01-2024 | 290.724 | 321.657 |
01-01-2024 | 291.533 | 322.544 |
29-12-2023 | 290.198 | 321.038 |
28-12-2023 | 288.874 | 319.564 |
27-12-2023 | 287.552 | 318.092 |
26-12-2023 | 286.637 | 317.07 |
22-12-2023 | 285.806 | 316.113 |
21-12-2023 | 284.388 | 314.535 |
20-12-2023 | 283.542 | 313.591 |
19-12-2023 | 287.826 | 318.319 |
18-12-2023 | 287.972 | 318.471 |
15-12-2023 | 287.823 | 318.278 |
14-12-2023 | 286.715 | 317.044 |
13-12-2023 | 284.137 | 314.184 |
12-12-2023 | 282.743 | 312.634 |
11-12-2023 | 283.244 | 313.179 |
08-12-2023 | 281.76 | 311.51 |
07-12-2023 | 281.601 | 311.326 |
06-12-2023 | 281.363 | 311.054 |
05-12-2023 | 281.262 | 310.933 |
04-12-2023 | 280.417 | 309.99 |
01-12-2023 | 277.424 | 306.655 |
30-11-2023 | 274.812 | 303.759 |
29-11-2023 | 273.372 | 302.158 |
28-11-2023 | 271.532 | 300.115 |
24-11-2023 | 270.939 | 299.425 |
23-11-2023 | 271.231 | 299.74 |
22-11-2023 | 270.796 | 299.25 |
21-11-2023 | 270.495 | 298.91 |
20-11-2023 | 270.572 | 298.986 |
17-11-2023 | 270.901 | 299.325 |
16-11-2023 | 270.476 | 298.846 |
15-11-2023 | 269.426 | 297.679 |
13-11-2023 | 267.455 | 295.484 |
10-11-2023 | 265.865 | 293.703 |
09-11-2023 | 265.037 | 292.78 |
08-11-2023 | 264.847 | 292.563 |
07-11-2023 | 263.581 | 291.156 |
06-11-2023 | 263.726 | 291.308 |
03-11-2023 | 262.024 | 289.403 |
02-11-2023 | 261.199 | 288.484 |
01-11-2023 | 259.504 | 286.604 |
31-10-2023 | 260.923 | 288.163 |
30-10-2023 | 260.99 | 288.229 |
27-10-2023 | 261.451 | 288.715 |
26-10-2023 | 259.237 | 286.261 |
25-10-2023 | 261.126 | 288.34 |
23-10-2023 | 262.801 | 290.173 |
20-10-2023 | 266.055 | 293.741 |
19-10-2023 | 267.335 | 295.146 |
18-10-2023 | 267.522 | 295.344 |
17-10-2023 | 269.446 | 297.46 |
16-10-2023 | 268.741 | 296.673 |
13-10-2023 | 268.595 | 296.487 |
12-10-2023 | 268.524 | 296.401 |
11-10-2023 | 268.42 | 296.278 |
10-10-2023 | 267.393 | 295.137 |
09-10-2023 | 265.503 | 293.043 |
06-10-2023 | 268.101 | 295.886 |
05-10-2023 | 266.669 | 294.297 |
04-10-2023 | 265.99 | 293.54 |
03-10-2023 | 267.824 | 295.555 |
29-09-2023 | 267.839 | 295.54 |
27-09-2023 | 268.071 | 295.779 |
26-09-2023 | 266.989 | 294.577 |
25-09-2023 | 266.36 | 293.875 |
22-09-2023 | 265.507 | 292.909 |
21-09-2023 | 266.137 | 293.596 |
20-09-2023 | 268.361 | 296.042 |
18-09-2023 | 269.413 | 297.185 |
15-09-2023 | 269.734 | 297.515 |
14-09-2023 | 269.368 | 297.103 |
13-09-2023 | 268.094 | 295.69 |
12-09-2023 | 267.018 | 294.495 |
11-09-2023 | 271.075 | 298.961 |
08-09-2023 | 269.388 | 297.077 |
07-09-2023 | 267.762 | 295.275 |
06-09-2023 | 267.313 | 294.773 |
05-09-2023 | 267.582 | 295.06 |
04-09-2023 | 267.2 | 294.631 |
01-09-2023 | 265.961 | 293.241 |
31-08-2023 | 263.967 | 291.034 |
30-08-2023 | 264.206 | 291.29 |
29-08-2023 | 264.118 | 291.184 |
28-08-2023 | 263.32 | 290.297 |
25-08-2023 | 262.635 | 289.517 |
24-08-2023 | 262.651 | 289.526 |
23-08-2023 | 262.066 | 288.873 |
22-08-2023 | 261.733 | 288.499 |
21-08-2023 | 260.632 | 287.277 |
18-08-2023 | 259.041 | 285.499 |
17-08-2023 | 258.75 | 285.17 |
16-08-2023 | 258.654 | 285.056 |
14-08-2023 | 258.285 | 284.633 |
11-08-2023 | 258.949 | 285.341 |
10-08-2023 | 259.318 | 285.74 |
09-08-2023 | 260.542 | 287.08 |
08-08-2023 | 259.935 | 286.404 |
07-08-2023 | 259.094 | 285.468 |
04-08-2023 | 258.202 | 284.462 |
03-08-2023 | 257.192 | 283.342 |
02-08-2023 | 258.058 | 284.288 |
01-08-2023 | 260.264 | 286.71 |
31-07-2023 | 260.342 | 286.788 |
28-07-2023 | 259.129 | 285.428 |
27-07-2023 | 259.191 | 285.488 |
26-07-2023 | 259.994 | 286.364 |
25-07-2023 | 260.28 | 286.671 |
24-07-2023 | 259.452 | 285.751 |
21-07-2023 | 258.846 | 285.059 |
20-07-2023 | 259.538 | 285.814 |
19-07-2023 | 258.937 | 285.144 |
18-07-2023 | 257.658 | 283.727 |
17-07-2023 | 257.363 | 283.395 |
14-07-2023 | 256.402 | 282.312 |
13-07-2023 | 255.029 | 280.793 |
12-07-2023 | 254.54 | 280.246 |
11-07-2023 | 254.347 | 280.026 |
10-07-2023 | 253.459 | 279.042 |
07-07-2023 | 254.456 | 280.115 |
06-07-2023 | 256.194 | 282.021 |
05-07-2023 | 255.412 | 281.152 |
04-07-2023 | 255.289 | 281.009 |
03-07-2023 | 253.835 | 279.401 |
30-06-2023 | 253.053 | 278.516 |
28-06-2023 | 251.709 | 277.021 |
27-06-2023 | 250.703 | 275.906 |
26-06-2023 | 249.81 | 274.915 |
23-06-2023 | 248.349 | 273.285 |
22-06-2023 | 250.159 | 275.269 |
21-06-2023 | 251.405 | 276.633 |
20-06-2023 | 251.145 | 276.338 |
19-06-2023 | 250.807 | 275.958 |
16-06-2023 | 250.959 | 276.102 |
15-06-2023 | 248.961 | 273.896 |
14-06-2023 | 248.734 | 273.639 |
13-06-2023 | 248.889 | 273.801 |
12-06-2023 | 247.383 | 272.137 |
09-06-2023 | 246.323 | 270.947 |
08-06-2023 | 245.717 | 270.273 |
07-06-2023 | 246.566 | 271.199 |
06-06-2023 | 245.606 | 270.136 |
05-06-2023 | 245.041 | 269.508 |
02-06-2023 | 244.581 | 268.979 |
01-06-2023 | 243.932 | 268.258 |
31-05-2023 | 243.735 | 268.033 |
30-05-2023 | 243.708 | 267.996 |
29-05-2023 | 243.307 | 267.548 |
26-05-2023 | 242.669 | 266.823 |
25-05-2023 | 241.27 | 265.277 |
24-05-2023 | 240.893 | 264.855 |
23-05-2023 | 241.357 | 265.358 |
22-05-2023 | 241.118 | 265.088 |
19-05-2023 | 240.18 | 264.034 |
18-05-2023 | 239.656 | 263.45 |
17-05-2023 | 239.79 | 263.591 |
16-05-2023 | 240.494 | 264.356 |
15-05-2023 | 240.467 | 264.319 |
12-05-2023 | 239.965 | 263.745 |
11-05-2023 | 239.384 | 263.098 |
10-05-2023 | 238.82 | 262.472 |
09-05-2023 | 238.003 | 261.566 |
08-05-2023 | 238.656 | 262.276 |
05-05-2023 | 236.19 | 259.545 |
04-05-2023 | 237.545 | 261.026 |
03-05-2023 | 235.826 | 259.13 |
02-05-2023 | 235.376 | 258.629 |
28-04-2023 | 234.263 | 257.376 |
27-04-2023 | 233.04 | 256.026 |
26-04-2023 | 231.917 | 254.785 |
25-04-2023 | 231.912 | 254.772 |
24-04-2023 | 231.807 | 254.649 |
Fund Launch Date: 03/May/1999 |
Fund Category: Aggressive Hybrid Fund |
Investment Objective: The primary investment objective of the Scheme, seeking to generate long term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities (debt and money market securities). |
Fund Description: An open ended hybrid scheme investing predominantly in equity and equity related instruments |
Fund Benchmark: CRISIL Hybrid 35+65-Aggressive Index |
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.