| Inception Date | 21 Sep 2005 |
| Category | Equity ELSS |
| Type | Open Ended Fund |
| Benchmark | ELSS Peer Index |
| Category Rank | 16 th in ELSS Equity |
| Min Investment Amount | ₹500 |
| Min SIP Investment | ₹500 |
| Alpha | -0.2 |
| Expense Ratio | 1.7% |
| Sharpe Ratio | -0.4 |
| Information Ratio | 0.6 |
| Exit Load | NIL |
Note: Data shown as on : 31 Jul 2025
Return (Compounded Annualised)
| 1 Year | 3 Year | 5 Year | Since Inception |
| -3.3% | 17.1% | 22.4% | 13.6% |
Past Return (Absolute)
| 2024 | 2023 | 2022 | 2021 | 2020 |
| 17.6% | 28.6% | 6.9% | 37.6% | -0.4% |
Investors understand that their principal will be at Moderately High risk