Potential Capital Appreciation

Potential Capital Appreciation

Potential capital appreciation and wealth accumulation through regular investments in the long term may bring you closer to your dream

Balances The Risk

Balances The Risk

Balances the risk of equity with investments in debt and derivative securities

Flexible Asset Allocation

Flexible Asset Allocation

Flexible asset allocation feature in dynamic market scenarios

Investment Objective

The Scheme seeks to generate long term capital appreciation and also income through investments in equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Product Details

Available Plans for subscription
  • Regular
  • Direct
Available Options
  • Dividend
  • Growth (Default)
Available Sub-options / Facilities
  • Dividend Payout
  • Dividend Re-investment (Default)
Minimum Application and Redemption Amount / Number of Units

Purchase

1000/- and in multiples of Re. 1/- thereafter

Additional Purchase

1000/- and in multiples of Re. 1/- thereafter

Redemption

1000/- or 100 units or account balance whichever is lower
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
  • Entry Load:Not applicable
  • Exit Load:An Exit Load of 1% is payable if Units are redeemed / switched-out upto 1 year from the date of allotment;
    Nil - if Units are redeemed / switched-out after 1 year from the date of allotment.
  • Benchmark:45% Nifty Index + 55% Crisil Composite Bond Fund Index
  • Fund Manager:Mr. Ratish Varier & Mr. Rahul Pal
Investor understands that their principal will be at moderately high risk.

This product is suitable for investors who are seeking*:

  • Long-term capital appreciation and generation of income
  • Investment in equity and equity related instruments, arbitrage opportunities and debt and money market instruments.
* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.



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