NFO period: 24^th Jun - 08^th Jul, 2026

Highlights of the NFO:

• Scheme type - An open-ended scheme investing in equity and equity related instruments, debt & money market securities, gold/silver related instruments and other exchange traded commodity derivatives.


• Investment objective - To provide long term capital appreciation and generate income by investing in instruments across multiple asset classes viz. Equity, Debt, Gold/silver related instruments and other exchange traded commodity derivatives. However, there is no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/indicate any returns.


• Product suitability - This product is suitable for investors who are seeking to generate long term wealth creation. Investment in equity and equity related instruments, debt & money market securities, gold/silver related instruments and other exchange traded commodity derivatives.


• Minimum Application Amount - Minimum amount of Rs. 5,000/- and in multiples of any amount 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. Asit Bhandarkar, Mr. Deepak Gupta, Mr. Killol Pandya & Mr. Satish Ramanathan


• Benchmark - Composite of Nifty 500 (55%) + CRISIL Short term bond Index (30%)+Domestic Price of Gold (10%)+Domestic Price of silver (5%).