| 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 | -9.5 |
| Expense Ratio | 1.9% |
| Sharpe Ratio | -1.2 |
| Information Ratio | -1.1 |
| Exit Load | NIL |
Note: Data shown as on : 30 Jun 2022
Return (Compounded Annualised)
| 1 Year | 3 Year | 5 Year | Since Inception |
| 1.4% | 12.3% | 8.4% | 10.3% |
Past Return (Absolute)
| 2021 | 2020 | 2019 | 2018 | 2017 |
| 12.7% | 15.2% | 4.3% | -4.5% | 43.2% |
Investors understand that their principal will be at Moderately High risk