NFO period: 20^th February – 22^nd February, 2024

Highlights of the NFO:

• Scheme type – An open ended dynamic asset allocation fund


• Investment objective – The investment objective of the scheme is to generate income/long term capital appreciation by investing in equity, equity derivatives, fixed income instruments. The allocation between equity instruments and fixed income will be managed dynamically so as to provide investors with long term capital appreciation while managing downside risk. However, there is no assurance that the investment objective of the scheme will be realized and the scheme does not assure or guarantee any returns.


• Product suitability – The product is suitable for investors who are seeking capital appreciation & Income generation over medium to 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. 5,000/- and any amount thereafter


• Plan/ Options available – Regular Plan & Direct Plan having Growth Option and Income Distribution cum capital withdrawal (IDCW) Option.


• Fund Managers – Mr. Rajeev Thakkar(Chief Investment Officer and Equity Fund Manager), Mr. Raunak Onkar(Equity Fund Manager), Mr. Raj Mehta(Debt Fund Manager), Mr. Rukun Tarachandani(Fund Manager - Equity) and Mrs. Mansi Kariya(Debt Fund Manager)


• Benchmark – CRISIL Hybrid 50+50 – Moderate Index