|Fund Type||Open Ended|
|Benchmark||CRISIL Hybrid 85+15 Conservative|
|Asset Size(Cr)||48.62 Crore (As On May 31,2018)|
|Fund Manager||Venugopal Manghat (5.6), Jalpan Shah (2.1)|
|Notes||Fidelity Wealth Builder Fund - Plan A has been merged with L&T Monthly Income Plan w.e.f. November 16, 2012. DBS Cholamandalam AMC has been acquired by L&T Mutual Fund. All DBS Chola Mutual Fund Schemes has been renamed as L&T Mutual Fund w.e.f Februauy 16 2010.|
|Min SIP Investment||1000|
|Min Addl Investment||1000|
|Exit Load||1 % For 365 Days|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|L&T Conservative Hybrid Fund (G)|| ||1.73 %||5.97 %||7.56 %|
|Axis Regular Saver Fund (G)|| ||6.4%||6.7%||9.46%|
|Aditya Birla Sun Life Regular Savings Fund (G)|| ||2.12%||8.99%||12.61%|
|DSP BlackRock Regular Savings Fund (G)|| ||3.94%||7.29%||9.18%|
|Reliance Hybrid Bond Fund (G)|| ||2.92%||6.94%||9.64%|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment || Amount Invested || Investment Value As on date || Units Purchased || CAGR |
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested || Investment Value As on Date || Total Units Purchased || Abs. Return |
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|