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

Highlights of the NFO:

• Scheme type - An open-ended equity scheme predominantly investing in small cap stocks


• Investment objective - The investment objective of the scheme is to generate capital appreciation by investing predominantly in small cap stocks. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. 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 long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies.


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


• Plan/ Options available - Direct Plan and Regular Plan having Growth option, Payout of Income Distribution cum capital withdrawal (IDCW) and Reinvestment of Income Distribution cum capital withdrawal (IDCW) options.


• Fund Manager - Mr. Varun Goel and Mr. Siddharth Srivastava (Dedicated Fund Manager for Overseas Investments)


• Benchmark - Nifty Small Cap 250 Total Return Index