Scheme type – An Open ended Dynamic Asset Allocation Fund
Investment objective – The primary investment objective of the Scheme is to provide capital appreciation by dynamically managing the portfolio of equity and equity related instruments (including arbitrage exposure), and fixed income instruments. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.
Product suitability – The product is suitable for investors who are seeking wealth creation in long term by investing in a dynamically managed portfolio of equity and equity related instruments (including arbitrage exposure), and fixed income instruments.
Minimum Application Amount – First investment is Rs. 5,000/- and in multiples of Rs. 1/- thereafter
Plan/ Options available – Regular Plan and Direct Plan having Growth Option, Monthly Dividend Option, Quarterly Dividend Option, Annual Dividend Option.
Fund Managers – Mr. Karthikraj Lakshmanan & Mr. Abhijeet Dey (for equity portion) and Mr. Mayank Prakash (for debt portion)
Benchmark – CRISIL Hybrid 35+65 - Aggressive Index