| Inception Date | 1 Nov 2011 |
| Category | Solutions Retirement Fund |
| Type | Open Ended Fund |
| Benchmark | Retirement Fund Peer Index |
| Category Rank | 2 nd in Retirement Fund Solutions |
| Min Investment Amount | ₹5,000 |
| Min SIP Investment | ₹150 |
| Alpha | - |
| Expense Ratio | -% |
| Sharpe Ratio | 0.2 |
| Information Ratio | - |
| Exit Load | 0-60 Years (1%),60 Years and above(NIL) |
Note: Data shown as on : 30 Jun 2025
Return
| 1 Year | 3 Year | 5 Year | Since Inception |
| -0.3% | 14.9% | 15.6% | 14.4% |
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis.
Past Return (Absolute)
| 2024 | 2023 | 2022 | 2021 | 2020 |
| 19.5% | 25.3% | -1.9% | 20.5% | 15.1% |
Investors understand that their principal will be at Moderately High risk