NFO period: 27^th November - 11^th December, 2024

Highlights of the NFO:

• Scheme type - An open ended scheme investing in Equity, Debt, Gold ETFs / Silver ETFs


• Investment objective - To generate long-term capital appreciation/income from an actively managed portfolio of multiple asset classes. 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 capital appreciation/income over long term by investing in diversified portfolio of instruments across multiple asset classes.


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


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


• Fund Managers - Mr. Taher Badshah (Asset Allocation & Equities) and Mr. Herin Shah (Asset allocation, Equities, Fixed Income & Gold/Silver ETFs)


• Benchmark - Nifty 200 TRI (60%) + CRISIL 10 year Gilt Index (30%) + Domestic Price of Gold (5%) + Domestic Price of Silver (5%)