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NFO period: 12th November - 26th November, 2021

Highlights of the NFO:

  • Scheme type - Small Cap Fund - An open-ended equity scheme investing across large cap, mid cap, small cap stocks

  • Investment objective - The Fund seeks to generate long term capital appreciation by investing in a diversified portfolio of equity & equity related instruments across large cap, mid cap, small cap stocks. Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realised.

  • Product suitability - This product is suitable for investors who are seeking to create wealth over a long term by investing in a portfolio of large, mid and small cap equity and equity related securities.

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

  • Plan/ Options available - Regular Plan and Direct Plan having Growth Option & Income Distribution cum Capital Withdrawal (IDCW) (Payout and Re-investment Facility).

  • Fund Managers - Mr. Daylynn Pinto (equity portion), Mr. Harshal Joshi (debt portion) and Mr. Viraj Kulkarni will be managing overseas investment portion of the scheme

  • Benchmark - NIFTY 500 Multicap 50:25:25 TRI

(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing.


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