NFO period: 23^rd March – 06^th April, 2023

Highlights of the NFO:

• Scheme type – An open ended dynamic asset allocation fund


• Investment objective – The primary investment objective of the scheme is to provide capital appreciation by investing in equity and equity related instruments including derivatives and debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be realized, as actual market movements may be at variance with anticipated trends.


• Product suitability – The product is suitable for investors who are seeking capital appreciation over long term by investing in equity and equity related instruments as well as debt and money market instruments while managing risk through active asset allocation.


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


• Plan/ Options available – Regular Plan & Direct Plan having Growth and Income Distribution cum Capital Withdrawal (IDCW) (Payout and Re-investment Facility).


• Fund Manager – Mr. Sandeep Tandon, Mr. Anikt Pande, Mr. Sanjeev Sharma and Mr. Vasav Sahgal


• Benchmark – CRISIL Hybrid 50+50 Moderate Index