| 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 | 1.6 |
| Expense Ratio | 2.0% |
| Sharpe Ratio | 0.9 |
| Information Ratio | -1.4 |
| Exit Load | 0-60 Years (1%),60 Years and above(NIL) |
Note: Data shown as on : 31 Jul 2023
Return
| 1 Year | 3 Year | 5 Year | Since Inception |
| 14.5% | 16.4% | 9.5% | 14.2% |
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis.
Past Return (Absolute)
| 2022 | 2021 | 2020 | 2019 | 2018 |
| -3.9% | 23.3% | 14.4% | 11.5% | -6.1% |
Investors understand that their principal will be at Moderately High risk