Scheme type – An open ended equity scheme investing across large cap, mid cap, small cap stocks
Investment objective – The investment objective of the Fund is to generate long-term capital growth from an actively managed portfolio of equity and equity related securities across market capitalization. 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 to create wealth over long-term by investing predominantly in equity and equity related securities across market capitalisation.
Minimum Application Amount – First investment is Rs. 5000/– and in multiples of Rs. 1/- thereafter
Plan/ Options available – Regular and Direct Plan having Growth Option and Income Distribution cum Capital Withdrawal option (IDCW) with Payout of IDCW and Reinvestment of IDCW sub-option.
Fund Manager – Venugopal Manghat (For Domestic equities), Sonal Gupta (For Overseas Investments) and Kapil Punjabi (For Fixed Income)