| Inception Date | 6 Mar 2008 |
| Category | Equity ELSS |
| Type | Open Ended Fund |
| Benchmark | ELSS Peer Index |
| Category Rank | 4 th in ELSS Equity |
| Min Investment Amount | ₹500 |
| Min SIP Investment | ₹500 |
| Alpha | 1.2 |
| Expense Ratio | 1.7% |
| Sharpe Ratio | -0.4 |
| Information Ratio | -0.9 |
| Exit Load | NIL |
Note: Data shown as on : 31 Jul 2025
Return (Compounded Annualised)
| 1 Year | 3 Year | 5 Year | Since Inception |
| -1.2% | 13.5% | 13.5% | 10.8% |
Past Return (Absolute)
| 2024 | 2023 | 2022 | 2021 | 2020 |
| 16.4% | 18.9% | -1.4% | 12.7% | 15.2% |
Investors understand that their principal will be at Moderately High risk