Jun 20, 2025
Category
Equity
AUM (Cr.)
161.74
Exit Load (%)
1.00
Min Inv Lumpsum
5,000
Expense Ratio
2.41
Sharpe Ratio
-6.39
Beta Ratio
0.00
Fund Manager
Umeshkumar Mehta
Inception Date
Jun 06, 2024
Risk Level
Very High
Investment Objective
The investment objective of the scheme is to achieve long-term capital appreciation by investing in a portfolio of securities that are involved in special situations such as restructurings, turnarounds, spin-offs, mergers & acquisitions, new trends, new & emerging sectors, digitization, premiumization, and other special corporate actions. These situations often create mispricings and undervalued opportunities that the fund aims to exploit for potential capital appreciation. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.