The investment objective of the scheme is to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation.
The scheme shall offer two options i.e. growth and dividend option under both regular and direct plan. Dividend has dividend re-investment, dividend payout and dividend sweep facility.
The scheme shall invest 65% - 100% of asset in equity & equity related securities across market capitalisation with medium to high risk profile and invest upto 35% of asset in fixed income and money market Instruments / Cash & Cash equivalents with low to medium risk profile.
The minimum application amount is Rs 100/- and in multiples of Re 1 thereafter.
The minimum additional purchase amount Rs 100/- & in multiples of Re 1 thereafter
The fund seeks to collect a minimum subscription (minimum target) amount of Rs 10 crore under the scheme during the NFO period.
Entry load: Nil
Exit load: For redemption within 12 months from the date of allotment - 1%.
For redemption on or after 12 months from the date of allotment - Nil
The performance of the scheme will be benchmarked against S&P BSE 500 TRI Index
The fund managers of the scheme are Krishnakumar & S Bharath (Equity) and Dwijendra Srivastava (Fixed Income).
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