NFO period: 21^st January - 04^th February, 2025

Highlights of the NFO:

• Scheme type - An open-ended equity scheme predominantly investing in Energy companies


• Investment objective - The investment objective of the scheme is to provide investors with opportunities for long term capital appreciation by investing in equity and equity related instruments of companies engaging in activities such as exploration, production, distribution, transportation and processing of traditional & new energy including but not limited to industries/sectors such as oil & gas, utilities and power. However, the scheme does not guarantee/indicate any returns. There can be no assurance that the scheme’s objectives will be achieved.


• Product suitability - This product is suitable for investors who are seeking long term capital creation by investing predominantly in equity & equity related instruments of energy companies.


• Minimum Application Amount - First investment is Rs. 1,000/- and in multiples of Rs. 1/- thereafter


• Plan/ Options available - Regular Plan and Direct Plan having Growth Option & Income Distribution cum Capital Withdrawal (IDCW) Option (Reinvestment of Income Distribution cum Capital Withdrawal Option, Payout of Income Distribution cum Capital Withdrawal Option).


• Fund Managers - Mr. Sanjay Chawla and Mr. Sandeep Jain


• Benchmark - Nifty Energy TRI