NFO period: 20^th May - 03^rd June, 2019

Highlights of the NFO:

• Scheme type - An Open ended equity Scheme investing based on a quant model theme


• Investment objective - The investment objective of the Scheme is to deliver superior returns as compared to the underlying benchmark over the medium to long term through investing in equity and equity related securities. The portfolio of stocks will be selected, weighed and rebalanced using stock screeners, factor based scoring and an optimization formula which aims to enhance portfolio exposures to factors representing ‘good investing principles’ such as growth, value and quality within risk constraints. However, there can be no assurance that the investment objective of the scheme will be realized.


• Product suitability - The product is suitable for investor who are seeking long term capital growth by investing in active portfolio of stocks screened, selected, weighed and rebalanced on the basis of a predefined fundamental factor model.


• Minimum Application Amount - First investment is Rs. 500/– and any amount thereafter


• Plan/ Options available - Regular Plan and Direct Plan having Growth Option and Dividend Option with Payout and Reinvest Facility.


• Fund Managers - Mr. Anil Ghelani


• Benchmark - S&P BSE 200 TRI Index