NFO period: 04^th December - 18^th December, 2024

Highlights of the NFO:

• Scheme type - An open ended scheme investing in Equity, Fixed Income, Exchange Traded Commodity Derivatives / Units of Gold ETFs / Silver ETFs & units of REITs/InvITs


• Investment objective - The investment objective of the scheme is to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments, debt and money market instruments, Exchange Traded Commodity Derivatives / Units of Gold ETFs, Silver ETF & units of REITs/InvITs. 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 capital appreciation & generating income over long term by investing in a diversified portfolio of equity, fixed income, Exchange Traded Commodity Derivatives / Units of Gold ETFs / Silver ETFs & units of REITs/InvITs.


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


• Plan/ Options available - Direct Plan and Regular Plan. Each plan offers growth option only.


• Fund Managers - Mrs. Nirali Bhansali, Mr. Umeshkumar Mehta and Mr. Dhawal Ghanshyam Dhanani


• Benchmark - 65% Nifty 50 TRI + 20% CRISIL Short Term Bond Fund Index + 10% Domestic Price of Gold and 5% Domestic Price of Silver