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Fund Name
|
Ratings
|
Risk
|
3Y Returns
|
AUM
|
|
---|---|---|---|---|---|
JM Flexicap Fund Direct IDCW Payout Equity Flexi Cap Fund |
Very High |
28.6% |
₹4,721.61 cr. |
||
JM Flexicap Fund Direct IDCW Reinvestment Equity Flexi Cap Fund |
Very High |
28.6% |
₹4,721.61 cr. |
||
JM Flexicap Fund Equity Flexi Cap Fund |
Very High |
28.6% |
₹4,721.61 cr. |
||
JM Value Fund Equity Value Fund |
Very High |
27.3% |
₹1,066.84 cr. |
||
JM Value Fund Direct IDCW Payout Equity Value Fund |
Very High |
27.29% |
₹1,066.84 cr. |
||
JM Value Fund Direct IDCW Reinvestment Equity Value Fund |
Very High |
27.29% |
₹1,066.84 cr. |
||
JM Aggressive Hybrid Fund Direct Half Yearly Bonus Principal Units Hybrid Aggressive Hybrid Fund |
Very High |
24.76% |
₹678.92 cr. |
||
JM Aggressive Hybrid Fund Direct Quarterly Bonus Principal Units Hybrid Aggressive Hybrid Fund |
Very High |
24.76% |
₹678.92 cr. |
||
JM Aggressive Hybrid Fund Direct Bonus Principal Units Reinvestment Hybrid Aggressive Hybrid Fund |
Very High |
24.76% |
₹678.92 cr. |
||
JM Aggressive Hybrid Fund Direct Half Yearly IDCW Payout Hybrid Aggressive Hybrid Fund |
Very High |
24.76% |
₹678.92 cr. |
||
JM Aggressive Hybrid Fund Direct Half Yearly IDCW Reinvestment Hybrid Aggressive Hybrid Fund |
Very High |
24.76% |
₹678.92 cr. |
||
JM Aggressive Hybrid Fund Direct IDCW Payout Hybrid Aggressive Hybrid Fund |
Very High |
24.76% |
₹678.92 cr. |
||
JM Aggressive Hybrid Fund Direct IDCW Reinvestment Hybrid Aggressive Hybrid Fund |
Very High |
24.76% |
₹678.92 cr. |
||
JM Aggressive Hybrid Fund Direct Annual Bonus Hybrid Aggressive Hybrid Fund |
Very High |
24.76% |
₹678.92 cr. |
||
JM Aggressive Hybrid Fund Direct Monthly IDCW Payout Hybrid Aggressive Hybrid Fund |
Very High |
24.76% |
₹678.92 cr. |
||
JM Aggressive Hybrid Fund Direct Monthly IDCW Reinvestment Hybrid Aggressive Hybrid Fund |
Very High |
24.76% |
₹678.92 cr. |
||
JM Aggressive Hybrid Fund Hybrid Aggressive Hybrid Fund |
Very High |
24.76% |
₹678.92 cr. |
||
JM Aggressive Hybrid Fund Direct Annual IDCW Payout Hybrid Aggressive Hybrid Fund |
Very High |
24.75% |
₹678.92 cr. |
||
JM Aggressive Hybrid Fund Direct Annual IDCW Reinvestment Hybrid Aggressive Hybrid Fund |
Very High |
24.75% |
₹678.92 cr. |
||
JM Aggressive Hybrid Fund Direct Quarterly IDCW Payout Hybrid Aggressive Hybrid Fund |
Very High |
24.75% |
₹678.92 cr. |
||
JM Aggressive Hybrid Fund Direct Quarterly IDCW Reinvestment Hybrid Aggressive Hybrid Fund |
Very High |
24.75% |
₹678.92 cr. |
||
JM Focused Fund Direct IDCW Payout Equity Focused Fund |
Very High |
22.95% |
₹196.38 cr. |
||
JM Focused Fund Direct IDCW Reinvestment Equity Focused Fund |
Very High |
22.95% |
₹196.38 cr. |
||
JM Focused Fund Equity Focused Fund |
Very High |
22.95% |
₹196.38 cr. |
||
JM Aggressive Hybrid Fund Direct Half Yearly Bonus Principal Units Hybrid Aggressive Hybrid Fund |
Very High |
22.79% |
₹642.94 cr. |
||
JM Aggressive Hybrid Fund Direct Bonus Principal Units Reinvestment Hybrid Aggressive Hybrid Fund |
Very High |
22.79% |
₹642.94 cr. |
||
JM Aggressive Hybrid Fund Direct Quarterly Bonus Principal Units Hybrid Aggressive Hybrid Fund |
Very High |
22.79% |
₹642.94 cr. |
||
JM ELSS Tax Saver Fund Direct IDCW Payout Equity ELSS |
Very High |
21.75% |
₹180.91 cr. |
||
JM ELSS Tax Saver Fund Equity ELSS |
Very High |
21.75% |
₹180.91 cr. |
||
JM Large Cap Fund Equity Large Cap Fund |
Very High |
18.61% |
₹456.66 cr. |
||
JM Large Cap Fund Direct Annual IDCW Payout Equity Large Cap Fund |
Very High |
18.61% |
₹456.66 cr. |
||
JM Large Cap Fund Direct Annual IDCW Reinvestment Equity Large Cap Fund |
Very High |
18.61% |
₹456.66 cr. |
||
JM Large Cap Fund Direct Quarterly IDCW Payout Equity Large Cap Fund |
Very High |
18.61% |
₹456.66 cr. |
||
JM Large Cap Fund Direct Quarterly IDCW Reinvestment Equity Large Cap Fund |
Very High |
18.61% |
₹456.66 cr. |
||
JM Large Cap Fund Direct IDCW Payout Equity Large Cap Fund |
Very High |
18.61% |
₹456.66 cr. |
||
JM Large Cap Fund Direct IDCW Reinvestment Equity Large Cap Fund |
Very High |
18.61% |
₹456.66 cr. |
||
JM Large Cap Fund Direct Monthly IDCW Payout Equity Large Cap Fund |
Very High |
18.61% |
₹456.66 cr. |
||
JM Large Cap Fund Direct Monthly IDCW Reinvestment Equity Large Cap Fund |
Very High |
18.61% |
₹456.66 cr. |
||
JM Large Cap Fund Direct Half Yearly IDCW Payout Equity Large Cap Fund |
Very High |
18.61% |
₹456.66 cr. |
||
JM Large Cap Fund Direct Half Yearly IDCW Reinvestment Equity Large Cap Fund |
Very High |
18.61% |
₹456.66 cr. |
||
JM Arbitrage Fund Direct Quarterly IDCW Payout Hybrid Arbitrage Fund |
Low |
6.59% |
₹184.36 cr. |
||
JM Arbitrage Fund Direct Quarterly IDCW Reinvestment Hybrid Arbitrage Fund |
Low |
6.59% |
₹184.36 cr. |
||
JM Liquid Fund Direct Daily IDCW Reinvestment Debt Liquid Fund |
Moderately Low |
6.59% |
₹3,171.58 cr. |
||
JM Arbitrage Fund Direct Annual Bonus Principal Units Hybrid Arbitrage Fund |
Low |
6.58% |
₹184.36 cr. |
||
JM Arbitrage Fund Direct Annual Bonus Principal Units Hybrid Arbitrage Fund |
Low |
6.58% |
₹184.36 cr. |
||
JM Arbitrage Fund Direct IDCW Payout Hybrid Arbitrage Fund |
Low |
6.58% |
₹184.36 cr. |
||
JM Arbitrage Fund Direct IDCW Reinvestment Hybrid Arbitrage Fund |
Low |
6.58% |
₹184.36 cr. |
||
JM Arbitrage Fund Hybrid Arbitrage Fund |
Low |
6.58% |
₹184.36 cr. |
||
JM Arbitrage Fund Direct Annual IDCW Payout Hybrid Arbitrage Fund |
Low |
6.58% |
₹184.36 cr. |
||
JM Arbitrage Fund Direct Annual IDCW Reinvestment Hybrid Arbitrage Fund |
Low |
6.58% |
₹184.36 cr. |
||
JM Arbitrage Fund Direct Bonus Principal Units Hybrid Arbitrage Fund |
Low |
6.58% |
₹184.36 cr. |
||
JM Arbitrage Fund Direct Bonus Principal Units Hybrid Arbitrage Fund |
Low |
6.58% |
₹184.36 cr. |
||
JM Arbitrage Fund Direct Quarterly Bonus Principal Units Hybrid Arbitrage Fund |
Low |
6.58% |
₹184.36 cr. |
||
JM Arbitrage Fund Direct Half Yearly Bonus Principal Units Hybrid Arbitrage Fund |
Low |
6.58% |
₹184.36 cr. |
||
JM Arbitrage Fund Direct Monthly IDCW Payout Hybrid Arbitrage Fund |
Low |
6.58% |
₹184.36 cr. |
||
JM Arbitrage Fund Direct Monthly IDCW Reinvestment Hybrid Arbitrage Fund |
Low |
6.58% |
₹184.36 cr. |
||
JM Arbitrage Fund Direct Half Yearly IDCW Payout Hybrid Arbitrage Fund |
Low |
6.56% |
₹184.36 cr. |
||
JM Arbitrage Fund Direct Half Yearly IDCW Reinvestment Hybrid Arbitrage Fund |
Low |
6.56% |
₹184.36 cr. |
||
JM Dynamic Bond Fund Direct Bonus Principal Units Reinvestment Debt Dynamic Bond |
Moderate |
6.46% |
₹45.99 cr. |
||
JM Dynamic Bond Fund Direct Half Yearly Bonus Principal Units Debt Dynamic Bond |
Moderate |
6.46% |
₹45.99 cr. |
||
JM Dynamic Bond Fund Debt Dynamic Bond |
Moderate |
6.45% |
₹45.99 cr. |
||
JM Dynamic Bond Fund Direct IDCW Payout Debt Dynamic Bond |
Moderate |
6.45% |
₹45.99 cr. |
||
JM Dynamic Bond Fund Direct IDCW Reinvestment Debt Dynamic Bond |
Moderate |
6.45% |
₹45.99 cr. |
||
JM Dynamic Bond Fund Direct Monthly IDCW Payout Debt Dynamic Bond |
Moderate |
6.45% |
₹45.99 cr. |
||
JM Dynamic Bond Fund Direct Monthly IDCW Reinvestment Debt Dynamic Bond |
Moderate |
6.45% |
₹45.99 cr. |
||
JM Low Duration Fund Direct Bonus Principal Units Reinvestment Debt Low Duration Fund |
Moderately Low |
6.43% |
₹225.71 cr. |
||
JM Low Duration Fund Direct Bonus Principal Units Reinvestment Debt Low Duration Fund |
Moderately Low |
6.43% |
₹225.71 cr. |
||
JM Low Duration Fund Debt Low Duration Fund |
Moderately Low |
6.43% |
₹225.71 cr. |
||
JM Arbitrage Fund Direct Quarterly Bonus Principal Units Hybrid Arbitrage Fund |
Low |
6.42% |
₹182.50 cr. |
||
JM Arbitrage Fund Direct Half Yearly Bonus Principal Units Hybrid Arbitrage Fund |
Low |
6.42% |
₹182.50 cr. |
||
JM Liquid Fund Direct Quarterly IDCW Payout Debt Liquid Fund |
Moderately Low |
6.38% |
₹3,171.58 cr. |
||
JM Liquid Fund Direct Quarterly IDCW Reinvestment Debt Liquid Fund |
Moderately Low |
6.38% |
₹3,171.58 cr. |
||
JM Liquid Fund Debt Liquid Fund |
Moderately Low |
6.38% |
₹3,171.58 cr. |
||
JM Liquid Fund Direct Bonus Principal Units Reinvestment Debt Liquid Fund |
Moderately Low |
6.36% |
₹3,171.58 cr. |
||
JM Dynamic Bond Fund Direct Bonus Principal Units Reinvestment Debt Dynamic Bond |
Moderate |
6.27% |
₹45.46 cr. |
||
JM Dynamic Bond Fund Direct Half Yearly Bonus Principal Units Debt Dynamic Bond |
Moderate |
6.27% |
₹45.46 cr. |
||
JM Low Duration Fund Direct Fortnightly IDCW Reinvestment Debt Low Duration Fund |
Moderately Low |
6.22% |
₹225.71 cr. |
||
JM Liquid Fund Direct Bonus Principal Units Reinvestment Debt Liquid Fund |
Moderately Low |
6.21% |
₹2,476.38 cr. |
||
JM Low Duration Fund Direct Weekly IDCW Reinvestment Debt Low Duration Fund |
Moderately Low |
6.17% |
₹225.71 cr. |
||
JM Liquid Fund Direct Weekly IDCW Payout Debt Liquid Fund |
Moderately Low |
6.08% |
₹3,171.58 cr. |
||
JM Liquid Fund Direct Weekly IDCW Reinvestment Debt Liquid Fund |
Moderately Low |
6.08% |
₹3,171.58 cr. |
||
JM Dynamic Bond Fund Direct Daily IDCW Reinvestment Debt Dynamic Bond |
Moderate |
6.01% |
₹45.99 cr. |
||
JM Low Duration Fund Direct Daily IDCW Reinvestment Debt Low Duration Fund |
Moderately Low |
5.99% |
₹225.71 cr. |
||
JM Overnight Fund Debt Overnight Fund |
Low |
5.94% |
₹245.04 cr. |
||
JM Dynamic Bond Fund Direct Weekly IDCW Reinvestment Debt Dynamic Bond |
Moderately High |
5.85% |
₹45.99 cr. |
||
JM Overnight Fund Direct Weekly IDCW Payout Debt Overnight Fund |
Low |
5.78% |
₹245.04 cr. |
||
JM Overnight Fund Direct Weekly IDCW Reinvestment Debt Overnight Fund |
Low |
5.78% |
₹245.04 cr. |
||
JM Overnight Fund Direct Daily IDCW Reinvestment Debt Overnight Fund |
Low |
5.56% |
₹245.04 cr. |
||
JM Medium To Long Duration Fund Direct Bonus Principal Units Reinvestment Debt Medium to Long Duration Fund |
Moderate |
5.54% |
₹28.56 cr. |
||
JM Medium To Long Duration Fund Direct Quarterly IDCW Payout Debt Medium to Long Duration Fund |
Moderate |
5.51% |
₹28.56 cr. |
||
JM Medium To Long Duration Fund Direct Quarterly IDCW Reinvestment Debt Medium to Long Duration Fund |
Moderate |
5.51% |
₹28.56 cr. |
||
JM Medium To Long Duration Fund Debt Medium to Long Duration Fund |
Moderate |
5.51% |
₹28.56 cr. |
||
JM Medium To Long Duration Fund Direct Bonus Principal Units Reinvestment Debt Medium to Long Duration Fund |
Moderate |
5.42% |
₹27.70 cr. |
||
JM Small Cap Fund Direct IDCW Reinvestment Equity Small Cap Fund |
Very High |
0% |
₹580.69 cr. |
||
JM Small Cap Fund Direct IDCW Payout Equity Small Cap Fund |
Very High |
0% |
₹580.69 cr. |
||
JM Small Cap Fund Equity Small Cap Fund |
Very High |
0% |
₹580.69 cr. |
||
JM Short Duration Fund Debt Short Duration Fund |
Moderate |
0% |
₹125.65 cr. |
||
JM Short Duration Fund Direct IDCW Payout Debt Short Duration Fund |
Moderate |
0% |
₹125.65 cr. |
||
JM Short Duration Fund Direct IDCW Reinvestment Debt Short Duration Fund |
Moderate |
0% |
₹125.65 cr. |
||
JM Midcap Fund Equity Mid Cap Fund |
Very High |
0% |
₹1,691.09 cr. |
||
JM Midcap Fund Direct IDCW Payout Equity Mid Cap Fund |
Very High |
0% |
₹1,691.09 cr. |
||
JM Midcap Fund Direct IDCW Reinvestment Equity Mid Cap Fund |
Very High |
0% |
₹1,691.09 cr. |
JM Financial Mutual Fund started in the year 1994 with the backing of its sole sponsor, JM Financial Ltd. It was incorporated with a vision of being the most trusted partner for every stakeholder. JM Financial Asset Management Ltd came into existence under the Companies Act of 1956 on June 9, 1994.
JM Financial Ltd began its journey in the world of capital markets with the launch of three funds: JM Equity Fund, JM Liquid Fund (later called JM Income Fund), and JM Balanced Fund. Slowly and swiftly, JM Financial built a diverse portfolio of schemes to meet its customer needs. As of 28th Feb 2023, JM Financial Asset Management Ltd. had ₹3,103 crore assets under management (AUM)
Founding date | 01 September 1994 |
AMC Incorporation date | 09 June 1994 |
Headquarters in | Mumbai |
Name of the sponsors | JM Financial Ltd |
Trustee organisation | JM Financial Asset Management Ltd |
MD and CEO | Mr Amitabh Mohanty |
Chief Investment Officer | Mr Satish Ramanathan |
Compliance Officer | Ms Diana D’sa |
CC
Chaitanya Choksi
Fund Manager since Aug 2014 (10 years)
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Mr. Choksi has degrees in MMS (Finance) and CFA. Prior to joining JM Financials he worked as an equity research analyst with Lotus AMC, Chanrai Finance Pvt. Ltd, IL&FS Investmart and UTI Investment Advisory Services Ltd.
SC
Sanjay Chhabaria
Fund Manager since Nov 2014 (10 years)
View Details
He holds both a PGDBA and a CFA certificate. Prior to joining JM Financials he had worked with Lotus India AMC, SBI Funds Management, Religare Invesco AMC, SMIFS Securities and IDBI Capital Markets.
AB
Asit Bhandarkar
Fund Manager since May 2024 (7 months)
View Details
Mr. Bhandarkar has a B.Com (H) and an MBA in Finance from the University of Mumbai. He is currently working as a Senior Fund Manager at JM Financial Asset Management Ltd. Prior to joining JM Financial, he worked with Lotus India AMC Pvt. Ltd. and SBI Funds Management Pvt. Ltd.
ST
Shalini Tibrewala
Fund Manager since Dec 2019 (5 years)
View Details
Ms. Tibrewala is a B.Com (H), ACA and CS. She has been associated with JM Financials since 2003. She studied at Acharya N.G.Ranga Agricultural University.
PP
Prashant Pimple
Fund Manager since Nov 2014 (10 years)
View Details
Prashant Pimple did his MBA and MMS from Jamnalal Bajaj Institute of Management Studies (JBIMS). He worked at Bank of Bahrain & Kuwait, ICICI Bank, Reliance Nippon Life Asset Management Company, Fidelity Asset management Co Ltd, Nippon India Mutual Fund and JM Financial Asset Management Pvt Ltd before joining Baroda BNP Paribas Mutual Fund.
GW
Gurvinder Singh Wasan
Fund Manager since Dec 2022 (2 years)
View Details
Mr. Wasan is a Fund Manager at JM Financial Asset Management Ltd. Earlier, he used to work with Principal Mutual Fund, CRISIL Limited and ICICI Bank Limited. Mr. Wasan holds a Masters in Commerce and is also a Chartered Accountant (CA) and a Chartered Financial Analyst as well.
Investing in the JM Financial MF, or any mutual fund for that matter, is an easy and hassle-free process through your Angel One account. Just take the following steps:
Step 1: Log in to your Angel One account using your mobile number and the OTP received. Then, enter your MPIN. If you don’t have an account, you can open one quickly by submitting the required documents.
Step 2: Determine which mutual fund(s) suit your needs and risk profile. You can research and compare funds on the Angel One app based on factors like past performance, tax implications, investment sectors, risk level, ratings from rating agencies, and expense ratio.
Step 3: Once you’ve chosen the fund(s) you want to invest in, go to the Mutual Funds section in your Angel One account and search for the selected fund(s). Decide whether you want to invest in a lump sum or through a monthly SIP. Enter the amount you wish to invest and choose the payment mode (UPI or net banking). For SIPs, you can set up a mandate for future instalments.
Investing in a mutual fund scheme can be a long-term commitment, so choose your fund(s) carefully and seek expert advice if necessary.
You can learn more about the details of each fund from within the Angel One app itself.
Investing in JM Financial Mutual Fund through Angel One is more straightforward than ever, thanks to our fully digital KYC process. To initiate your investment journey, you’ll be asked to provide the following essential documents:
At Angel One, we’ve streamlined the KYC verification process, ensuring swift access to JM Financial Mutual Funds, whether you’re a new or returning investor. Your financial goals are now attainable through our user-friendly platform. Typically, the KYC process takes only 48-72 business hours, enabling you to start your mutual fund journey promptly.
The following are some of the best ICICI Prudential Mutual Funds in India based on 3-yr CAGR:
Name of the Fund | Sub Category | AUM (₹in crore) | Minimum Investment (₹) | CAGR 3Y (%) | CAGR 5Y (%) |
JM Value Fund | Value Fund | 223.15 | 250 | 33.31 | 19.73 |
JM Flexicap Fund | Flexi Cap Fund | 544.96 | 250 | 31.41 | 19.75 |
JM Tax Gain Fund | Equity Linked Savings Scheme (ELSS) | 90.03 | 500 | 26.34 | 18.24 |
JM Equity Hybrid Fund | Aggressive Hybrid Fund | 54.84 | 1000 | 25.2 | 15.22 |
JM Focused Fund | Focused Fund | 51.83 | 100 | 24.65 | 14.27 |
JM Large Cap Fund | Large Cap Fund | 46.61 | 100 | 19.3 | 13.38 |
JM Dynamic Bond Fund | Dynamic Bond Fund | 43.24 | 250 | 4.89 | 5.92 |
JM Low Duration Fund | Low Duration Fund | 170.44 | 250 | 4.84 | 5.39 |
JM Liquid Fund | Liquid Fund | 2005.33 | 1000 | 4.78 | 5.24 |
JM Arbitrage Fund | Arbitrage Fund | 119.21 | 100 | 4.71 | 4.69 |
**All data as of October 4, 2023.
Selection Criteria: The funds chosen have demonstrated the highest Compound Annual Growth Rate (CAGR) over the past 3 years.
JM Value Fund is classified as a Value Fund. This fund primarily focuses on investing in undervalued stocks within the market. The assets under management (AUM) for this fund amount to ₹223.15 crore. The expense ratio stands at 1.81%. Over the past 3 years, the fund has shown a compound annual growth rate (CAGR) of 33.31%. The minimum investment required to participate in this fund is ₹250.
JM Flexicap Fund falls under the Flexi Cap category. It offers flexibility in choosing investments across different market cap. The fund’s AUM stands at ₹544.96 crore with an expense ratio of 1.33%. Over the last 3 years, it has demonstrated a CAGR of 31.41%. The minimum investment to enter this fund is ₹250.
JM Tax Gain Fund operates as an Equity Linked Savings Scheme (ELSS). This fund offers tax benefits and primarily invests in equity-related instruments. The AUM for this fund is ₹90.03 crore, and the expense ratio is 1.42%. Over a 3-year period, it has provided a CAGR of 26.34%. The minimum investment required for this fund is ₹500.
JM Equity Hybrid Fund operates as an Aggressive Hybrid Fund, aiming for a balance between equity and debt investments. The AUM for this fund is ₹54.84 crore, and the expense ratio stands at 1.3%. Over the past 3 years, it has displayed a CAGR of 25.2%. The minimum investment amount for this fund is ₹1000.
JM Focused Fund operates as a Focused Fund, concentrating its investments in a limited number of stocks. The fund’s AUM is ₹51.83 crore, and the expense ratio is 1.59%. Over a 3-year period, it has provided a CAGR of 24.65%. The minimum investment to participate in this fund is ₹100.
JM Large Cap Fund is categorised as a Large Cap Fund, primarily investing in well-established and large-cap companies. The fund manages an AUM of ₹46.61 crore with an expense ratio of 1.74%. Over the last 3 years, it has shown a CAGR of 19.3%. The minimum investment required for this fund is ₹100.
JM Dynamic Bond Fund functions as a Dynamic Bond Fund, adjusting its portfolio based on changing market conditions. The AUM for this fund is ₹43.24 crore, and the expense ratio is 0.63%. Over a 3-year period, it has provided a CAGR of 4.89%. The minimum investment amount for this fund is ₹250.
JM Low Duration Fund falls into the Low Duration Fund category, focusing on short to medium-term debt instruments. The fund’s AUM amounts to ₹170.44 crore with an expense ratio of 0.34%. Over the past 3 years, it has displayed a CAGR of 4.84%. The minimum investment to participate in this fund is ₹250.
JM Liquid Fund operates as a Liquid Fund, investing in highly liquid, short-term instruments. The fund has an AUM of ₹2005.33 crore with an expense ratio of 0.15%. Over a 3-year period, it has provided a CAGR of 4.78%. The minimum investment required for this fund is ₹1000.
JM Arbitrage Fund operates as an Arbitrage Fund, aiming to capitalise on price differences in different markets or instruments. The fund manages an AUM of ₹119.21 crore, and the expense ratio stands at 0.35%. Over the last 3 years, it has shown a CAGR of 4.71%. The minimum investment to enter this fund is ₹100.