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NRI

Category

Equity

Scheme Type

OPEN

Exit Load (%)

Min Inv

5,000.00

Incremental Inv

1,000.00

Open Date

Oct 10, 2024

Close Date

Oct 24, 2024

Nav Calculation

DAILY

Sub-category

Equity - Diversified

Risk Level

Very High

Fund Manager

Alok Bahi

Repurchase/Redemption

Fund Objective

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of large cap and mid cap companies. However, there can be no assurance that the investment objective of the Scheme will be realized.

Notes

Investment Approach and Risk Control The Scheme will be managed actively in line with the investment objectives and asset allocation of the Scheme. The objective of the Scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of large and mid-cap companies. Further, in order to achieve diversification in the Scheme may invest upto 30% of its net assets in equity and equity related instruments of companies other than large and mid-cap companies. Also, the scheme may invest upto 30% of its net assets in debt and money market instruments. Risk control measures Investments made by the Scheme would be in accordance with the investment objective of the Scheme and the provisions of the SEBI (Mutual Funds) Regulations, 1996. Since investing requires disciplined risk management, the AMC would incorporate adequate safeguards for controlling risks in the portfolio construction process. While allocating and choosing securities, the Investment Manager will aim to diversify by gaining broad exposure to different industries and companies in order to reduce risk.