Scheme type – An open ended equity scheme following special situations theme
Investment objective – To generate long-term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, Government policy and/or regulatory changes, companies going through temporary unique challenges and other similar instances. However there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Product suitability – The product is suitable for investors who are seeking long term wealth creation. An equity scheme that invests in stocks based on special situations theme.
Minimum Application Amount – First investment is Rs. 5,000/- and in multiples of Rs. 1/- thereafter
Plan/ Options available – Direct Plan having Growth Option and Dividend Option (with Dividend Payout and Dividend Reinvestment sub-options).
Fund Managers – Mr. Sankaran Naren, Mr. Roshan Chutkey and Ms. Priyanka Khandelwal (The overseas investments)