NFO period: 08^th February – 22^nd February, 2024

Highlights of the NFO:

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


• Investment objective – The aim of the fund is to generate long-term capital growth and generate income by investing in Equity & Equity Related instruments, Debt & Money Market Securities and Gold / Silver ETFs. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.


• Product suitability – The product is suitable for investors who are seeking long term wealth creation by investing in equity and equity related securities, fixed income instruments and Gold / Silver ETFs.


• Minimum Application Amount – First investment is Rs. 5,000/– 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 – Ms. Cheenu Gupta (For Domestic equities), Mr. Dipan Parikh (For Gold / Silver ETFs), Mr. Mahesh Chhabria (For Fixed Income), Mr. Sonal Gupta (For foreign securities)


• Benchmark – S&P BSE 200 TRI (65%) + NIFTY Short Duration Debt Index (20%) +Domestic Price of Gold (10%) +Domestic Price of Silver (5%)