NFO period: 11^th January – 25^th January, 2023

Highlights of the NFO:

• Scheme type – An open ended scheme investing in Equity, Debt and Commodities


• Investment objective – The investment objective of the scheme is to provide long term capital appreciation by investing across asset classes like Equity, Debt, Commodities, & units of REITs & InvITs. The scheme does not guarantee/indicate any returns. There can be no assurance that the objective of the scheme will be achieved.


• Product suitability – The product is suitable for investors who are seeking long term Capital Appreciation by investing in equity and equity related securities, debt & money market instruments and Commodities.


• Minimum Application Amount – First investment is Rs. 500/- and in multiples of Rs. 1/- thereafter


• Plan/ Options available – Regular Plan and Direct Plan having Growth Option and Income Distribution cum capital withdrawal (“IDCW”) Option (Payout of IDCW & Reinvestment of IDCW).


• Fund Manager – Mr. Dhaval Shah


• Benchmark – 65% S&P BSE 200 + 25% CRISIL Short Term Bond Fund Index + 5% of Domestic prices of Gold + 5% of Domestic prices of Silver