
NAV ₹17.39 as on 17 Nov 2025
RiskVery High
Fund Size₹568.60Cr
| NAV | ₹17.39 as on 17 Nov 2025 |
|---|---|
| Risk | Very High |
| Fund Size | ₹568.60Cr |
Lock-in
No Lock-in
Min One Time Amount
₹1,000
Min Withdrawal Amount
₹-
Min SIP Amount
₹500
Min Additional Amount
₹1,000
Exit Load
Nil
Age
3 years 8 months (Since Mar 03, 2022)
Return since Launch
16.07%
Expense ratio
0.44%
Type
OPEN
AUM (Fund Size)
₹568.60
Risk Grade
Very High
Benchmark
S&P BSE Low Volatility TRI
Name:
Sharwan Kumar Goyal
Experience:
He began his career with UTI in June 2006 and has over 11 years of experience in Risk Management, Equity Research and Portfolio Analysis. Presently he is working as Fund Manager for Overseas Investments.
ITC Ltd
4.27%HDFC Bank Ltd
3.93%State Bank of India
3.63%ICICI Bank Ltd
3.59%Axis Bank Ltd
3.54%Your investment will be at Very High Risk
| Rank (total assets) | #7 in India |
|---|---|
| Total AUM | ₹3,79,175.93Cr |
| Date of Incorporation | 14 Nov 2002 |
|---|
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 9.29% | 5.06% | - | 5.09% |
| Category average | 7.87% | 4.38% | 3.23% | - |
| Rank within category | 97 | 49 | 36 | - |

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