The fund is rated 1 star. Investment selection within each asset type and balance between returns and downside risk provided some support. Investment selection within each industry was the main limitation and did not provide enough support for a higher rating. Higher annual fee of 2.33% was a minor drawback.
This fund has a ok track record with Asset Selection/Timing, a bad track record with Stock Selection/Timing. It is important to note, however, that this fund has a 148.253 AUM and a 2.33 expense ratio. Considering all these factors, we have rated this fund as 1.0 star.
Our score weighs long-term performance, risk and consistency — not just past returns.
Returns
As of 21 Sep 2026
Risk ratios
As of 31 Aug 2026
Debt metrics
Fund details
a corpus to provide for pension in the form of income to the extent of the redemption value of their holding after the age of 60 years.investment predominantly in debt and money market instruments & balance in equity and equity related instruments.
The Scheme seeks to provide long-term capital appreciation / income by investing in a mix of equity and debt instruments to help investors meet their retirement goals.
