NFO Period: August 13, 2014 to August 27, 2014
Type of Scheme – A close ended equity scheme. The Scheme will have tenure of 1100 days from the date of allotment of units.
Tenure – 1100 days.
Investment Objective - The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of listed companies. The scheme will without any capitalization bias endeavor to invest in either growth stocks or value stocks or both. The Scheme will normally hold upto 30 stocks in the portfolio. The Scheme does not guarantee/indicate any returns. There can be no assurance that the Scheme’s objectives will be achieved.
Options – Regular Plan and Direct Plan. Both the plans offer, Growth option and Dividend option with payout facility.
Benchmark for performance comparison – S&P BSE 200 Index
Fund Manager – Shri Anoop Bhaskar and Shri Lalit Nambiar
Fund suitability - The Scheme is suitable for investors who are seeking long term capital growth.
Minimum Investment Amount – Rs. 5,000 (plus in multiples of Rs.10)