NFO period: 27^th January – 10^th February, 2023

Highlights of the NFO:

• Scheme type – An open ended dynamic equity scheme investing across large cap, mid cap, small cap stocks


• Investment objective – The investment objective of the scheme is to generate long-term capital appreciation from a diversified portfolio that dynamically invests in equity and equity-related securities of companies across various market capitalisation. However, there can be no assurance that the investment objective of the scheme would be achieved.


• Product suitability – The product is suitable for investors who are seeking capital appreciation over long term by investing in a diversified portfolio consisting of equity and equity related instruments across market capitalization.


• 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 (with Payout of Income Distribution cum capital withdrawal option and Reinvestment of Income Distribution cum capital withdrawal option).


• Fund Managers – Mr. Dhimant Shah, Mr. Rohan Korde and Mr. Tanay Gabhawala


• Benchmark – Nifty 500 Total Return Index