NFO period: 15th May ? 29th May, 2024
Highlights of the NFO:
- Scheme type ? An open ended equity scheme following special situations theme
- Investment objective ? The primary objective of the scheme is to generate long-term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring (including mergers & acquisitions etc.), government policy and/or regulatory changes, technology led disruption and innovation, new trends, new & emerging sectors, companies/sectors going through temporary unique challenges and other similar instances. However, there can be no assurance that the investment objective of the scheme will be realized.
- Product suitability ? The product is suitable for investors who are seeking long term capital appreciation by investing predominantly in equity & equity related instruments of special situations theme.
- Minimum Application Amount ? First investment is Rs. 500/- and in multiple of Rs. 1/- thereafter
- Plan/ Options available ? Regular Plan and Direct Plan having Growth Option only.
- Fund Managers ? Mr. Dheeresh Pathak(Equity), Ms. Trupti Agrawal(Assistant Fund Manager- Equity) and Mr. Piyush Baranwal(Debt Securities)
- Benchmark ? S&P BSE 500 Total Return Index (TRI)
(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)