| Inception Date | 4 Sep 2009 |
| Category | Equity Sectoral |
| Type | Open Ended Fund |
| Benchmark | Sectoral Peer Index |
| Category Rank | 4 th in Sectoral Equity |
| Min Investment Amount | ₹5,000 |
| Min SIP Investment | ₹500 |
| Alpha | - |
| Expense Ratio | 2.0% |
| Sharpe Ratio | -0.5 |
| Information Ratio | - |
| Exit Load | 0-1 Years (1%),1 Years and above(NIL) |
Note: Data shown as on : 31 Jul 2025
Return (Compounded Annualised)
| 1 Year | 3 Year | 5 Year | Since Inception |
| -3.9% | 26.7% | 32.0% | 17.9% |
Past Return (Absolute)
| 2024 | 2023 | 2022 | 2021 | 2020 |
| 27.8% | 51.1% | 11.2% | 45.9% | 5.4% |
Investors understand that their principal will be at High risk