| Inception Date | 27 Feb 2006 |
| Category | Equity ELSS |
| Type | Open Ended Fund |
| Benchmark | ELSS Peer Index |
| Category Rank | 7 th in ELSS Equity |
| Min Investment Amount | ₹500 |
| Min SIP Investment | ₹500 |
| Alpha | -0.6 |
| Expense Ratio | 2.0% |
| Sharpe Ratio | -0.1 |
| Information Ratio | -0.8 |
| Exit Load | NIL |
Note: Data shown as on : 28 Feb 2023
Return (Compounded Annualised)
| 1 Year | 3 Year | 5 Year | Since Inception |
| -2.4% | 25.3% | 7.3% | 12.7% |
Past Return (Absolute)
| 2022 | 2021 | 2020 | 2019 | 2018 |
| -3.0% | 30.3% | 13.5% | 4.6% | -8.1% |
Investors understand that their principal will be at Moderately High risk