NFO period: 09^th May - 23^th May, 2025

Highlights of the NFO:

• Scheme type - An open-ended scheme investing in Equity & Equity related instruments, debt & money market instruments, Gold ETFs and Silver ETFs.


• Investment objective - The investment objective of the Scheme is to generate long-term capital appreciation from a portfolio investing in Equity and Equity related Instruments, Debt and Money Market Instruments, Gold ETFs and Silver ETFs. 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. Investments in equity and equity related instruments, debt and money market instruments, Gold ETFs, Silver ETFs, Units issued by REITs and InvITs.


• Minimum Application Amount - Rs. 1000/- and in multiples of Re. 1/- thereafter.


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


• Fund Managers - Mr. Amit Kadam, Ms. Ennette Fernandes & Mr. Kunal Jain


• Benchmark - 65% BSE 200 TRI + 20% NIFTY Short Duration Debt Index + 10% Domestic Price of Gold + 5% Domestic Price of Silver