Scheme type – Small Cap Fund – An open-ended equity scheme investing across large cap, mid cap, small cap stocks
Investment objective – The Fund seeks to generate long term capital appreciation by investing in a diversified portfolio of equity & equity related instruments across large cap, mid cap, small cap stocks. Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realised.
Product suitability – This product is suitable for investors who are seeking to create wealth over a long term by investing in a portfolio of large, mid and small cap equity and equity related securities.
Minimum Application Amount – First investment is Rs. 5,000/- and multiples of Rs. 1/- thereafter
Plan/ Options available – Regular Plan and Direct Plan having Growth Option & Income Distribution cum Capital Withdrawal (IDCW) (Payout and Re-investment Facility).
Fund Managers – Mr. Daylynn Pinto (equity portion), Mr. Harshal Joshi (debt portion) and Mr. Viraj Kulkarni will be managing overseas investment portion of the scheme