Nov 11, 2024
Category
Others
AUM (Cr.)
1,088.40
Exit Load (%)
0.00
Min Inv Lumpsum
1,000
Expense Ratio
2.10
Sharpe Ratio
19.31
Beta Ratio
0.00
Fund Manager
Chanchal Khandelwal
Inception Date
Feb 11, 2019
Risk Level
Very High
Investment Objective
The investment objective of the Wealth Plan is to seek generation of capital appreciation by creating a portfolio that is predominantly investing in equity & equity related securities and debt and money market instruments. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes` objectives will be achieved.