
3-year CAGR of 15.97% is in the top 25th percentile in its category - Hybrid: Multi Asset Allocation
This is measured by percentile rank of the scheme in its category based on 3-year CAGR. Lower rank implies that scheme was a relative outperformer in its category
What is CAGR (3Y)?
Expense ratio of the scheme (0.63%) is lower than average expense ratio of the category (1.31%), excluding index funds and ETFs
This measures the relative expense of the scheme with respect to average expense ratio of the category. Investors should always prefer schemes with lower expense, everything else remaining the same
What is Expense ratio?
The scheme seeks to generate long term capital appreciation by investing in Equity & Equity related Securities, Debt & Money Market Instruments, Commodity ETFs and Exchange Traded Commodity Derivatives.