| 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 | -6.5 |
| Expense Ratio | 2.0% |
| Sharpe Ratio | -0.6 |
| 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 |
| 4.0% | 15.2% | 9.1% | 13.3% |
Past Return (Absolute)
| 2021 | 2020 | 2019 | 2018 | 2017 |
| 30.3% | 13.5% | 4.6% | -8.1% | 42.3% |
Investors understand that their principal will be at Moderately High risk