NFO period: 17^th May – 31^st May, 2023

Highlights of the NFO:

• Scheme type – An open ended equity scheme following a value investment strategy


• Investment objective – The investment objective of the scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments by following a value investment strategy. However, there can be no assurance that the investment objectives of the scheme will be realized. The scheme does not guarantee/indicate any returns.


• Product suitability – The product is suitable for investors who are seeking capital appreciation over long term by investing predominantly in a portfolio of equity and equity related securities by following a value by investing strategy.


• Minimum Application Amount – First investment is Rs. 5,000/- and in multiples of Rs. 1/- thereafter


• Plan/ Options available – Regular Plan and Direct Plan having Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option.


• Fund Manager – Mr. Shiv Chanani(Senior Fund Manager Equity)


• Benchmark – Nifty 500 TRI