| Inception Date | 18 Jan 2007 |
| Category | Equity ELSS |
| Type | Open Ended Fund |
| Benchmark | ELSS Peer Index |
| Category Rank | 12 nd in ELSS Equity |
| Min Investment Amount | ₹500 |
| Min SIP Investment | ₹500 |
| Alpha | -0.1 |
| Expense Ratio | 1.6% |
| 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 |
| -4.1% | 18.6% | 22.4% | 15.0% |
Past Return (Absolute)
| 2024 | 2023 | 2022 | 2021 | 2020 |
| 23.9% | 30.0% | 4.5% | 35.1% | 15.0% |
Investors understand that their principal will be at Moderately High risk