Scheme type – An open ended scheme investing in Equity, Debt and Gold ETF
Investment objective – The investment objective of the scheme is to seek long term capital growth by investing in equity and equity related securities, debt & money market instruments, REITs / InVITs and Gold ETF. 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 equity and equity related securities, debt and money market instruments and Gold ETF.
Minimum Application Amount – First investment is Rs. 5,000/- and in multiples of Rs. 1/- thereafter
Plan/ Options available – Direct Plan and Regular Plan having Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option. The IDCW option offers payout and reinvestment facilities.
Fund Managers – Mr. Jitendra Sriram and Mr. Vikram Pamnani
Benchmark – 65% of Nifty 500 TRI + 20% of NIFTY Composite Debt Index + 15% of INR Price of Gold