| Inception Date | 1 Nov 2011 |
| Category | Solutions Retirement Fund |
| Type | Open Ended Fund |
| Benchmark | Retirement Fund Peer Index |
| Category Rank | 6 th in Retirement Fund Solutions |
| Min Investment Amount | ₹5,000 |
| Min SIP Investment | ₹150 |
| Alpha | 1.8 |
| Expense Ratio | -% |
| Sharpe Ratio | 0.1 |
| Information Ratio | -0.1 |
| 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 |
| -2.8% | 15.9% | 16.8% | 14.5% |
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 |
| 21.7% | 29.0% | -3.9% | 23.3% | 14.4% |
Investors understand that their principal will be at Moderately High risk