NFO period: 10th Sep - 24th Sep, 2025
Highlights of the NFO:
- Scheme type - An open-ended scheme investing in Equity, Debt, Commodities and in units of REITs & InvITs.
- Investment objective - To achieve long-term capital appreciation by predominantly investing in equity and equity-related instruments, Debt & Money market instruments, Commodities and in units of REITs & InvITs. However, there can be no assurance that the investment objective of the scheme will be achieved.
- Product suitability - This product is suitable for investors who are seeking to investments in equity and equity-related instruments, Debt & Money market instruments, Commodities and in units of REITs & InvITs. Long-term capital growth.
- Minimum Application Amount - Rs. 500 and in multiples of Re. 1/- thereafter
- Plan/ Options available - Regular plan & Direct 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. Paras Matalia, Mr. Kaustubh Sule & Mr. Wilfred Peter
- Benchmark - Nifty 500 TRI (60%) CRISIL Composite Bond Fund Index (30%) Domestic Gold Prices (5%) Domestic Silver Prices (5%)
(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)
