Investment objective – The primary investment objective of the scheme is to generate income by investing in a portfolio of fixed income securities maturing on or before the maturity of the scheme. The secondary objective is to generate capital appreciation by investing a portion of the scheme corpus in Equity and equity related instruments.
Product suitability – The product is suitable for investors who are seeking income and capital appreciation by investing primarily in Debt and Money Market instruments for regular returns & Equity and Equity related instruments for capital appreciation.
Minimum Application Amount – First investment is Rs. 1,000/- and in multiples of Rs. 10/- thereafter
Plan/ Options available – Regular Plan and Direct Plan having Growth Option and Dividend Option (Payout Facility & Sweep Facility).
Fund Manager – Mr. Mohit Sharma (for debt assets), Mr. Vineet Maloo (for equity assets) and Mr. Ajay Garg (for Index Options)
Benchmark – CRISIL Hybrid 75+25 - Conservative Index