Scheme type – A Close Ended Equity Oriented Scheme
Investment objective – The investment objective of the scheme is to provide capital appreciation to the investors, which will be in line with their long term savings goal, by investing in a diversified portfolio of equity & equity related instruments with small exposure to fixed income securities. Although, the objective of the Fund is to generate optimal returns, the objective may or may not be achieved.
Product suitability – The product is suitable for investors who are seeking long term growth by investing in diversifies portfolio of equity and equity related instruments with small exposure to fixed income securities.
Minimum Application Amount - First investment Rs 5000/- and multiples of Rs. 1/- thereafter.
Plan/ Options available – Regular Plans and Direct Plans having Growth Option & Dividend Payout Option
Fund Managers – Mr. Samir Rachh, Ms. Jahnvee Shah (A Dedicated Fund Manager for overseas investment)
Benchmark – S&P BSE 200 Index
Lock-in Period – 3 years from the date of allotment.