NFO period: 06^th February - 20^th February, 2025

Highlights of the NFO:

• Scheme type - An open-ended equity scheme investing in financial services sector


• Investment objective - The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in financial services businesses. There is no assurance that the investment objective of the scheme will be achieved.


• Product suitability - This product is suitable for investors who are seeking to create wealth over long term by investing predominantly in equity and equity related securities of companies engaged in financial services businesses.


• Minimum Application Amount - First investment is Rs. 5000/- and in multiples of Rs. 1/- thereafter


• Plan/ Options available - Regular and Direct Plan having Growth Option and Income Distribution cum Capital Withdrawal option (IDCW) with Payout of IDCW and Reinvestment of IDCW sub-option.


• Fund Manager - Mr. Gautam Bhupal


• Benchmark - BSE Financial Services Index Total Return Index (TRI)