Hybrid Balanced Hybrid Fund Low Risk
The primary objective of the investment strategy is to generate capital appreciation through equity and equity related instruments and income through arbitrage, derivatives strategies, special situations and fixed income investments.
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| Balanced Hybrid Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Category returns | 5.15% | -0.76% | -2.67% | -0.3% | 2.83% | 5.96% | 0% | 0% | 0% | 0% | N/A |
| Absolute returns | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0% | N/A |
| Rank within category | 3 | 3 | 3 | 3 | 3 | 3 | 1 | 1 | 1 | 1 | N/A |
| Total Schemes in Category | 6 | 6 | 5 | 2 | 2 | 2 | 0 | 0 | 0 | 0 | N/A |
| Balanced Hybrid Fund | 2025 | 2026 |
|---|---|---|
| Yearly returns | N/A | 2.31% |
| Q1 returns | N/A | -0.94% |
| Q2 returns | N/A | 3.28% |
| Q3 Returns | N/A | N/A |
| Q4 Returns | N/A | N/A |
Expense ratio: 1.67%
Inclusive of GST
Exit load
0.50% on or before 90D, Nil after 90D
| Alpha | 0.589369 |
| Beta | 0.2287 |
| Sharpe Ratio | 0.1562 |
| Sortino Ratio | 0.354788 |
| R-Squared | 0.8406 |
| Tracking Error | 3.3845 |
| Downside Risk | 1.8014 |
| Std. Deviation (Annualised) | 3.7289 |
| Balanced Hybrid Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 360 ONE Balanced Hybrid Fund - Regular Plan - Growth | 5.14% | -0.04% | -2.21% | -0.67% | 2.5% | 0% | 0% | 0% | 9.31% | 714.19 | 1.94 | 0.12 | High |
| WhiteOak Capital Balanced Hybrid Fund - Regular Plan - Growth | 5.16% | -1.48% | -3.14% | 0.07% | 3.15% | 0% | 0% | 0% | 10.4% | 259.85 | 2.12 | 0.14 | High |
| Qsif Hybrid Long-Short Fund - Regular Plan - Growth | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 104.33 | 2.16 | -0.12 | Very High |
| Altiva Hybrid Long-Short Fund - Regular Plan - Growth Current | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 3,216.06 | 1.67 | 0.16 | Low |
| Magnum Hybrid Long Short Fund - Regular Plan - Growth | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 3,390.82 | 1.21 | -0.34 | Low |
| iSIF Hybrid Long-Short Fund - Regular Plan - Growth | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 672.02 | 2.37 | -0.25 | Very High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Cash & Cash Equivalents and Net Assets | 18.21% |
| Corporate Debt | 29.04% | |
| Certificate of Deposit | 3.07% | |
| Domestic Equities | 36.84% | |
| Treasury Bills | 10.98% | |
| REITs & InvITs | 2.72% | |
| Preference Shares | 0.23% | |
| Derivatives-Put Options | 0.01% | |
| Derivatives-Call Options | -1.09% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Others | 61.29% | |
| Banks | 7.09% | |
| Telecom - Services | 3.33% | |
| Finance | 5.76% | |
| Retailing | 1.58% | |
| Electrical Equipment | 1.34% | |
| Power | 1.49% | |
| IT - Services | 1.10% | |
| Petroleum Products | 1.46% | |
| Capital Markets | 2.07% | |
| Diversified Metals | 0.95% | |
| Industrial Products | 1.13% | |
| Consumer Durables | 0.82% | |
| Construction | 0.75% | |
| Pharmaceuticals & Biotechnology | 2.43% | |
| Automobiles | 1.42% | |
| Industrial Manufacturing | 0.58% | |
| Agricultural, Commercial & Construction Vehicles | 0.58% | |
| Healthcare Services | 0.54% | |
| IT - Software | 0.95% | |
| Transport Infrastructure | 0.58% | |
| Realty | 0.80% | |
| Financial Technology (Fintech) | 0.43% | |
| Ferrous Metals | 0.39% | |
| Fertilizers & Agrochemicals | 0.38% | |
| Metals & Minerals Trading | 0.33% | |
| Diversified FMCG | 0.31% | |
| Leisure Services | 0.27% | |
| Personal Products | 0.26% | |
| Beverages | 0.21% | |
| Insurance | 0.21% | |
| Auto Components | 0.17% | |
| Chemicals & Petrochemicals | 0.09% | |
| SHARE OPTIONS | -1.03% | |
| INDEX OPTIONS | -0.04% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Clearing Corporation of India Ltd. | Cash & Cash Equivalents and Net Assets | 13.04% | |
| Net Receivables/(Payables) | Cash & Cash Equivalents and Net Assets | 4.56% | |
| 7.74% HPCL NCD RED 02-03-2028** | Corporate Debt | 3.13% | |
| 7.51% SIDBI SR V NCD RED 12-06-2028** | Corporate Debt | 3.11% | |
| 7.48% NABARD NCD SR 25G RED 15-09-2028** | Corporate Debt | 3.10% | |
| HDFC BANK CD RED 12-06-26#** | Certificate of Deposit | 3.07% | |
| JSW KALI STEEL ZCB24-03-31 1ST P/C230329** | Corporate Debt | 2.34% | |
| 7.60% TORRENT PHARMA SR2 NCD R 19-01-29** | Corporate Debt | 2.31% | |
| 8.75% PIRAMAL FINANCE LTD 29-10-27** | Corporate Debt | 2.17% | |
| HDFC Bank Ltd. | Banks | Domestic Equities | 1.98% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 1.90% |
| 8.9188% NUVAMA WEALTH FI 13-07-28** | Corporate Debt | 1.86% | |
| JTPM METAL TRAD R30-04-30 P/C 29-09-28** | Corporate Debt | 1.78% | |
| 182 DAYS TBILL RED 21-05-2026 | Treasury Bills | 1.70% | |
| JUBILANT BEVERAGES LTD ZCB R 31-05-2028** | Corporate Debt | 1.68% | |
| Manappuram Finance Ltd. | Finance | Domestic Equities | 1.63% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 1.56% |
| 8.37% CREDILA FIN SERV SR B NCD 15-03-28** | Corporate Debt | 1.55% | |
| 364 DAYS TBILL RED 07-05-2026 | Treasury Bills | 1.55% | |
| 91 DAYS TBILL RED 14-05-2026 | Treasury Bills | 1.55% | |
| Eternal Ltd. | Retailing | Domestic Equities | 1.54% |
| 364 DAYS TBILL RED 25-06-2026 | Treasury Bills | 1.54% | |
| 6.52% REC LTD 248A NCD RED 31-01-28** | Corporate Debt | 1.53% | |
| IDFC First Bank Ltd. | Banks | Domestic Equities | 1.51% |
| RBL Bank Ltd. | Banks | Domestic Equities | 1.38% |
| Bharat Heavy Electricals Ltd. | Electrical Equipment | Domestic Equities | 1.34% |
| Muthoot Finance Ltd. | Finance | Domestic Equities | 1.24% |
| 91 DAYS TBILL RED 23-04-2026 | Treasury Bills | 1.24% | |
| 8.86% 360 ONE PRIME NCD 01-12-28** | Corporate Debt | 1.24% | |
| IndiGrid Infrastructure Trust | Power | REITs & InvITs | 1.11% |
| Cigniti Technologies Ltd. | IT - Services | Domestic Equities | 1.10% |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 1.04% |
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 1.04% |
| Vedanta Ltd. | Diversified Metals | Domestic Equities | 0.95% |
| 8.95% 360 ONE PRIME NCD 04-06-27** | Corporate Debt | 0.93% | |
| 182 DAYS TBILL RED 09-04-2026 | Treasury Bills | 0.93% | |
| Polycab India Ltd. | Industrial Products | Domestic Equities | 0.90% |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 0.82% |
| 91 DAYS TBILL RED 17-04-2026 | Treasury Bills | 0.78% | |
| 9.0704% NUVAMA WEALT&INV NCD R 23-05-28** | Corporate Debt | 0.78% | |
| 182 DAYS TBILL RED 30-04-2026 | Treasury Bills | 0.77% | |
| Vodafone Idea Ltd. | Telecom - Services | Domestic Equities | 0.77% |
| 6.61%POWER FIN CO SR250A NCD RED15-07-28** | Corporate Debt | 0.76% | |
| Capital Infra Trust | Construction | REITs & InvITs | 0.75% |
| Glenmark Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.74% |
| ICICI Bank Ltd. | Banks | Domestic Equities | 0.70% |
| Maruti Suzuki India Ltd. | Automobiles | Domestic Equities | 0.69% |
| Indus Towers Ltd. | Telecom - Services | Domestic Equities | 0.66% |
| Bandhan Bank Ltd. | Banks | Domestic Equities | 0.63% |
| 364 DAYS TBILL RED 02-04-2026 | Treasury Bills | 0.62% | |
| Biocon Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.61% |
| Accrued Interest | Cash & Cash Equivalents and Net Assets | 0.61% | |
| Mazagon Dock Shipbuilders Ltd. | Industrial Manufacturing | Domestic Equities | 0.58% |
| Ashok Leyland Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 0.58% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 0.54% |
| Infosys Ltd. | IT - Software | Domestic Equities | 0.54% |
| Raajmarg Infra Investment Trust | Transport Infrastructure | REITs & InvITs | 0.51% |
| Aurobindo Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.50% |
| Tata Motors Passenger Vehicles Ltd. | Automobiles | Domestic Equities | 0.48% |
| BSE Ltd. | Capital Markets | Domestic Equities | 0.48% |
| Power Finance Corporation Ltd. | Finance | Domestic Equities | 0.47% |
| 8.95% NUVAMA WEALTH FIN LTD NCD 19-05-28** | Corporate Debt | 0.46% | |
| Godrej Properties Ltd. | Realty | Domestic Equities | 0.46% |
| HDFC Asset Management Company Ltd. | Capital Markets | Domestic Equities | 0.44% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.43% |
| JIO Financial Services Ltd. | Finance | Domestic Equities | 0.42% |
| Bharat Petroleum Corporation Ltd. | Petroleum Products | Domestic Equities | 0.41% |
| Tata Steel Ltd. | Ferrous Metals | Domestic Equities | 0.39% |
| UPL Ltd. | Fertilizers & Agrochemicals | Domestic Equities | 0.38% |
| The Federal Bank Ltd. | Banks | Domestic Equities | 0.35% |
| Mphasis Ltd. | IT - Software | Domestic Equities | 0.35% |
| Laurus Labs Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.35% |
| Cholamandalam Investment and Finance Company Ltd. | Finance | Domestic Equities | 0.34% |
| Brookfield India Real Estate Trust REIT | Realty | REITs & InvITs | 0.33% |
| Adani Enterprises Ltd. | Metals & Minerals Trading | Domestic Equities | 0.33% |
| ITC Ltd. | Diversified FMCG | Domestic Equities | 0.31% |
| 182 DAYS TBILL RED 16-04-2026 | Treasury Bills | 0.31% | |
| 8.25% CREDILA FINA SERV SR A NCD 29-3-28** | Corporate Debt | 0.31% | |
| Restaurant Brands Asia Ltd. | Leisure Services | Domestic Equities | 0.27% |
| Axis Bank Ltd. | Banks | Domestic Equities | 0.27% |
| Power Grid Corporation Of India Ltd. | Power | Domestic Equities | 0.26% |
| AU Small Finance Bank Ltd. | Banks | Domestic Equities | 0.26% |
| Dabur India Ltd. | Personal Products | Domestic Equities | 0.26% |
| Cipla Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.23% |
| Cummins India Ltd. | Industrial Products | Domestic Equities | 0.23% |
| 6% TVS MOTOR CO LTD NCRPS 01-09-2026 | Automobiles | Preference Shares | 0.23% |
| Varun Beverages Ltd. | Beverages | Domestic Equities | 0.21% |
| HDFC Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.21% |
| Exide Industries Ltd. | Auto Components | Domestic Equities | 0.17% |
| Adani Green Energy Ltd. | Power | Domestic Equities | 0.11% |
| Sammaan Capital Ltd. | Finance | Domestic Equities | 0.10% |
| SRF Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.09% |
| Nuvama Wealth Management Ltd. | Capital Markets | Domestic Equities | 0.08% |
| Adani Ports and Special Economic Zone Ltd. | Transport Infrastructure | Domestic Equities | 0.07% |
| Tata Elxsi Ltd. | IT - Software | Domestic Equities | 0.06% |
| PUT MUTHOOTFIN 28-Apr-2026 | SHARE OPTIONS | Derivatives-Put Options | 0.06% |
| Swiggy Ltd. | Retailing | Domestic Equities | 0.04% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 0.03% |
| Central Depository Services (India) Ltd. | Capital Markets | Domestic Equities | 0.03% |
| Knowledge Realty Trust | Realty | REITs & InvITs | 0.01% |
| CALL M&M 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | 0.00% |
| CALL CDSL 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | 0.00% |
| CALL TATAELXSI 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | 0.00% |
| CALL ITC 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | 0.00% |
| CALL LTF 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | 0.00% |
| CALL NUVAMA 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | 0.00% |
| PUT MCX 28-Apr-2026 | SHARE OPTIONS | Derivatives-Put Options | 0.00% |
| PUT CUMMINSIND 28-Apr-2026 | SHARE OPTIONS | Derivatives-Put Options | 0.00% |
| CALL CIPLA 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | 0.00% |
| CALL EXIDEIND 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | 0.00% |
| CALL BDL 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | 0.00% |
| PUT IDEA 28-Apr-2026 | SHARE OPTIONS | Derivatives-Put Options | 0.00% |
| CALL SRF 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | 0.00% |
| CALL UPL 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | 0.00% |
| CALL HDFCLIFE 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | 0.00% |
| CALL AXISBANK 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | 0.00% |
| CALL ASHOKLEY 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | 0.00% |
| PUT BSE 28-Apr-2026 | SHARE OPTIONS | Derivatives-Put Options | -0.01% |
| CALL BAJAJ-AUTO 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.01% |
| CALL HDFCAMC 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.01% |
| CALL VBL 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.01% |
| CALL PAYTM 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.01% |
| CALL AUBANK 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.01% |
| CALL SWIGGY 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.01% |
| CALL TITAN 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.01% |
| CALL JIOFIN 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.01% |
| CALL ICICIBANK 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.01% |
| CALL MPHASIS 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.01% |
| CALL DABUR 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.01% |
| CALL HDFCBANK 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.01% |
| CALL CHOLAFIN 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.01% |
| CALL TMPV 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.01% |
| CALL ETERNAL 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.01% |
| CALL UNIONBANK 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.01% |
| CALL TATASTEEL 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.01% |
| CALL CUMMINSIND 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.01% |
| CALL GODREJPROP 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.01% |
| CALL INDUSTOWER 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.01% |
| CALL PFC 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.01% |
| CALL DIXON 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.01% |
| CALL FEDERALBNK 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.01% |
| CALL BANDHANBNK 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.01% |
| CALL FORTIS 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.01% |
| PUT MANAPPURAM 28-Apr-2026 | SHARE OPTIONS | Derivatives-Put Options | -0.01% |
| CALL BHARTIARTL 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.01% |
| CALL MARUTI 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.02% |
| PUT RBLBANK 28-Apr-2026 | SHARE OPTIONS | Derivatives-Put Options | -0.02% |
| CALL LAURUSLABS 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.02% |
| CALL MAZDOCK 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.02% |
| CALL BPCL 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.02% |
| CALL BIOCON 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.02% |
| CALL POWERGRID 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.02% |
| CALL RELIANCE 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.02% |
| CALL COFORGE 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.02% |
| CALL AUROPHARMA 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.02% |
| CALL OIL 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.02% |
| CALL INFY 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.02% |
| CALL PERSISTENT 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.02% |
| CALL RBLBANK 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.03% |
| CALL POLYCAB 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.03% |
| CALL SHRIRAMFIN 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.04% |
| CALL IDFCFIRSTB 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.04% |
| CALL NIFTY 07-Apr-2026 | INDEX OPTIONS | Derivatives-Call Options | -0.04% |
| CALL IDEA 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.04% |
| CALL BHEL 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.04% |
| CALL MUTHOOTFIN 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.05% |
| CALL MANAPPURAM 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.05% |
| CALL VEDL 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.05% |
| CALL BSE 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.05% |
| CALL GLENMARK 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.06% |
| CALL MCX 28-Apr-2026 | SHARE OPTIONS | Derivatives-Call Options | -0.08% |
| Total | 100.00% |
Mr. Dhawal Dalal has over 15 Years of experience in fixed Income , Fund Management, Research and Trading. From jan 2012 he is a Exec. Vice president and Fund Manager of fixed Income. Prior to this he held senior positions in DSP BlackRock Investment Managers Pvt. Ltd. and Merrill Lynch Investment Managers
RETURNS
It is an Open ended scheme that primarily invests in Balanced Hybrid Fund.
The primary objective of the investment strategy is to generate capital appreciation through equity and equity related instruments and income through arbitrage, derivatives strategies, special situations and fixed income investments.
The scheme benchmark is the NIFTY 50 Hybrid Composite Debt 50:50 Index
It is classified as Low Risk, suitable for investors with a Low risk appetite.
Returns Delivered by the funds are as follows:
1-year: 0%
3-year: 0%
5-year: 0%
Top holdings include names such as:
The NAV is around ₹10.51 (approx.) for the Altiva Hybrid Long-Short Fund - Regular Plan - Growth.
The fund’s AUM is approximately ₹3,216 Cr.
The expense ratio for the Regular Plan is 1.67.
0.50% on or before 90D, Nil after 90D.
Minimum SIP starts at ₹1000.
The minimum lump sum investment is ₹1000000. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund managers: Bhavesh Jain, Bharat Lahoti, Dhawal Dalal, Kedar Karnik
This fund is suitable for investors with a Low risk tolerance.
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