| 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 | -4.1 |
| Expense Ratio | 1.8% |
| Sharpe Ratio | -0.4 |
| Information Ratio | -1.9 |
| Exit Load | NIL |
Note: Data shown as on : 28 Feb 2023
Return (Compounded Annualised)
| 1 Year | 3 Year | 5 Year | Since Inception |
| -4.2% | 15.1% | 4.3% | 9.2% |
Past Return (Absolute)
| 2022 | 2021 | 2020 | 2019 | 2018 |
| -1.4% | 12.7% | 15.2% | 4.3% | -4.5% |
Investors understand that their principal will be at Moderately High risk