| Inception Date | 31 Mar 1996 |
| Category | Equity ELSS |
| Type | Open Ended Fund |
| Benchmark | ELSS Peer Index |
| Category Rank | 8 th in ELSS Equity |
| Min Investment Amount | ₹500 |
| Min SIP Investment | ₹500 |
| Alpha | 1.5 |
| Expense Ratio | 2.6% |
| Sharpe Ratio | -0.1 |
| Information Ratio | -0.1 |
| Exit Load | NIL |
Note: Data shown as on : 30 Jun 2022
Return (Compounded Annualised)
| 1 Year | 3 Year | 5 Year | Since Inception |
| 11.4% | 19.8% | 12.3% | 16.0% |
Past Return (Absolute)
| 2021 | 2020 | 2019 | 2018 | 2017 |
| 32.1% | 18.9% | 2.5% | -9.2% | 48.8% |
Investors understand that their principal will be at Moderately High risk