Scheme type - An Interval investment strategy investing in equity and debt securities, including limited short exposure in equity and debt through derivatives.
Investment objective - The investment objective of the strategy is to achieve a blend of capital appreciation and income generation by investing in equity and equity related instruments as well as debt and money market instruments, including limited short exposure in equity and debt through derivatives. There is no assurance that the investment objective of the Investment strategy will be achieved.
Product suitability - This product is suitable for investors who are seeking to generate long term capital growth. An Interval investment strategy investing in equity and debt securities, including limited short exposure in equity and debt through derivatives.
Minimum Application Amount - Rs 10,00,000/- and in multiples of Re. 1/- thereafter
Plan/ Options available - Regular plan & Direct plan having Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option (with Payout of Income Distribution cum capital withdrawal option and Reinvestment of Income Distribution cum capital withdrawal option).
Fund Managers - Mr. Hiten Shah, Mr. Kalpesh Jain & Mr. Abhishek Bisen
Benchmark - NIFTY 50 Hybrid Composite debt 50:50 Index