Solution OrientedSample Mutual Fund AMC

Sample Retirement Golden Years Fund

Benchmark: S&P BSE 500 TRI

Educational Sample Data: Metrics shown below reflect representative data points for illustration and educational comparison.

Key Scheme Metrics

Current NAV₹ 48.90
Assets Under Mgmt (AUM)₹6,200 Cr
Total Expense Ratio0.95%
Minimum Monthly SIP₹ 1,000
Minimum Lumpsum₹ 5,000
Fund ManagerRamesh Sharma

Investment Objective

Structured specifically to accumulate retirement corpus with a mandatory 5-year lock-in or till retirement age.

Regulatory Disclaimer on Performance:

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is no guarantee of future returns. Mutual fund schemes do not provide guaranteed returns.

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