Investment Returns (CAGR)
1 yr.
5.81%
3 yr.
NA
5 yr.
NA
Since Inception.
7.94%
Fund Size (Rs.)
NA
Exit Load
Nil upto 10% of units and 1% for remaining units on or before 1Y, Nil after 1Y
Scheme Type
5
ISIN
INF879O01266
Expense Ratio
0.33%
Minimum SIP (Rs.)
-
Launch Date
27 Feb 2024
Fund House
PPFAS Asset Management Pvt. Ltd.
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The investment objective of the Scheme is to generate income/long-term capital appreciation by investing in equity, equity derivatives, fixed income instruments. The allocation between equity instruments and fixed income will be managed dynamically so as to provide investors with long term capital appreciation while managing downside risk.
Fund Size (Rs.)
NA
Benchmark Index
----
Scheme Type
5
ISIN
INF879O01266
Expense Ratio
0.33%
Minimum SIP (Rs.)
-
Launch Date
27 Feb 2024
Fund House
PPFAS Asset Management Pvt. Ltd.
Exit Load
Nil upto 10% of units and 1% for remaining units on or before 1Y, Nil after 1Y
1 yr. 5.81%
3 yr.
5 yr.
Since Inception. 7.94%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The investment objective of the Scheme is to generate income/long-term capital appreciation by investing in equity, equity derivatives, fixed income instruments. The allocation between equity instruments and fixed income will be managed dynamically so as to provide investors with long term capital appreciation while managing downside risk.

