NFO period: 10^th January – 24^th January, 2024

Highlights of the NFO:

• Scheme type – An open-ended scheme investing in Equity & Equity Related Instruments, Debt & Money Market Securities and Gold/Silver related instruments


• Investment objective – The investment objective of the scheme is to generate income and provide long term capital appreciation by investing in instruments across multiple asset classes namely Equity & Equity Related Instruments, Debt & Money Market Securities and Gold/Silver related instruments. However, there is no assurance or guarantee that the objectives of the scheme will be realized, and the scheme does not assure or guarantee any returns.


• Product suitability – The product is suitable for investors who are seeking to generate long term capital growth and income. By investing across Equity & Equity Related Instruments, Debt & Money Market Securities and Gold/Silver related instruments.


• Minimum Application Amount – First investment Rs. 1,000/- and multiples of Rs. 1/- thereafter


• Plan/ Options available – Regular Plan and Direct Plan having Income Distribution cum Capital Withdrawal Option & Growth Option. Income Distribution cum Capital Withdrawal Capital Withdrawal Option under both the Plans further offers Payout of Income Distribution cum Capital Withdrawal option, Reinvestment of Income Distribution cum Capital Withdrawal option & Transfer of Income Distribution cum Capital Withdrawal plan.


• Fund Managers – Mr. Viraj Kulkari, Mr. Daylynn Pinto, Mr. Nemish Sheth, Mr. Gautam Kaul(Debt Portion), Ms. Ritika Behera (Equity) and Mr. Sreejith Balasubramanian (Overseas Investment)


• Benchmark – 65% Nifty 500 TRI + 25% NIFTY Short Duration Debt Index + 5%