Scheme type - An interval investment strategy dynamically investing across equity, debt, equity and debt derivatives, InVITs and commodity derivatives, including limited short exposure on permitted instruments through derivatives
Investment objective - To generate medium to long term capital appreciation by investing across equity, debt, equity and debt derivatives, InVITs and commodity derivatives, including limited short exposure on permitted instruments through derivatives. However, 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 medium to long term capital appreciation. Investing across multiple asset classes-equity, debt, equity and debt derivatives, InVITs, and commodity derivatives including limited short exposure on permitted instruments through derivatives.
Minimum Application Amount - Rs. 10,00,000/- and in multiple of INR 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. Sailesh Jain, Mr. Akhil Mittal, Mr. Tapan Patel & Mr. Hasmukh Devji Vishariya
Benchmark - 35% BSE 200 TRI + 50% CRISIL Short Term Bond Fund Index + 15% iCOMDEX Composite Index