NFO period: 22^nd October - 02^nd November, 2018

Highlights of the NFO:

• Scheme type - An open ended dynamic asset allocation fund


• Investment objective - The primary objective of the scheme is to generate capital appreciation by investing in a portfolio of equity or equity linked securities while the secondary objective is to generate income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation.


• Product suitability - This product is suitable for investors who are seeking capital appreciation over medium to long term by investing in equity and equity linked securities as well as debt and money market instruments while managing risk through active asset allocation.


• Minimum Application Amount - First investment is Rs. 5,000/- and in multiples of Rs. 1/- thereafter


• Plan/ Options available - Regular Plan & Direct Plan having Growth Option and Dividend Option with Dividend Payout, Dividend Reinvestment sub-options.


• Fund Managers - Mr. Sanjay Chawla (Equity) and Mr. Alok Sahoo (Fixed Income)


• Benchmark - 50% S&P BSE 200 index and 50% CRISIL Short Term Bond Fund index