Scheme type - An open-ended equity scheme following a value investment strategy.
Investment objective - The investment objective of the Scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of companies by following a value investment strategy. However, there is no assurance that the investment objective of the Scheme will be achieved.
Product suitability - This product is suitable for investors who are seeking to generate capital appreciation over long term. Investment predominantly in a portfolio of equity and equity related instruments by following a value investment strategy
Minimum Application Amount - Rs. 500 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. Viral Shah & Mr. Dhaval Patel
Benchmark - Tier I Benchmark : Nifty 500 TRI & Tier II Benchmark: Nifty 500 Value 50 TRI