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Performance
AvgReturn has been average, nothing exciting vs others
Risk
HighStay alerted, risk is higher vs others
Cost
HighHigher costs on pocket vs others
Composition
LowComposition not as great as others
Red flags
LowWe got you covered, no major red flags identified
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| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| — | — | — |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| — | — | — |
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | — | — |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | Not allowed |
| BenchmarkBenchmark |
|---|
| NIFTY 50 Hybrid Composite Debt 50:50 Index |
Balanced Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Actual
Target

Gaurik Shah
AUM: —
|
Exp: 19yrs
PGDBM, B.E.
Mr. Gaurik Shah brings over 19 years of experience in the financial industry. Prior this assignment, Mr. Shah was associated with ASK LongShort Fund Managers Pvt Ltd as Senior Vice President - ASK Hedge solutions. He was also associated with Avendus Capital Public Markets Alternate Strategies LLP as Vice President - Fund Management, overseeing an AIF Category III fund. Mr. Shah’s earlier experience includes managing the AIF Category III fund and advisory portfolios at Proalpha Capital. He has also managed an Asia Pacific equity index-focused Managed Futures/CTA fund at Monsoon Capital in Singapore and worked as an Associate Trader on the Delta-One desk at RBS N.V. in Hong Kong.
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%