The fund is rated 3 stars. Balance between returns and downside risk was a strength, while investment selection within each asset type and investment selection within each industry provided some support. Higher annual fee of 2.26% was a minor drawback.
This fund has a ok track record with Asset Selection/Timing, a ok track record with Stock Selection/Timing, a good risk-reward ratio. It is important to note, however, that this fund has a 97.601 AUM and a 2.26 expense ratio. Considering all these factors, we have rated this fund as 3.0 star.
Our score weighs long-term performance, risk and consistency — not just past returns.
Returns
As of 7 Oct 2026
Risk ratios
As of 30 Sep 2026
Debt metrics
Fund details
Medium to long term regular income. A hybrid scheme that aims to generate regular income through investments primarily in debt and money market instruments and long term capital appreciation by investing a portion in equity.
The scheme seeks to generate regular income through investments predominantly in debt and money market instruments. The Scheme also seeks to generate long term capital appreciation from the portion of equity investments under the Scheme.
