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We will ask you a set of questions to get to know you!
Step 1: Describe your knowledge of investments:
Step 2: When you invest your money, you are:
Step 3: If the market lost 25% in the last few months, and your investmentsalso suffered the same - what would be your first impulse?
Step 4: Have you ever invested in shares or mutual funds? If yes, for how many years?
Step 5: To obtain a return of more than what you would receiveas a bank fixed deposit, you must take risks.
Step 6: How do you react to the idea of investments?
Mutual Fund |
NFO period: 04th September – 18th September, 2023 Highlights of the NFO: Scheme type – An open ended balanced scheme investing in equity and debt instruments Investment objective – The investment objective of the fund is to generate long term capital appreciation/income by investing in equity and debt instruments. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved. The scheme does not assure or guarantee any returns. Product suitability – This product is suitable for investors who are seeking to create wealth and income in the long term by investing in equity and equity related securities and fixed income instruments. Minimum Application Amount – First investment is Rs. 1,000/- and in multiples of Rs. 1/- thereafter Plan/ Options available – Regular Plan & Direct Plan having income Distribution cum Capital Withdrawal and Growth Option under each of the above plans. The Income Distribution cum Capital Withdrawal will have facility of Payout of Income Distribution cum Capital Withdrawal (IDCW Payout) and IDCW re-investment. Fund Managers – Mr. Mayur Patel (For Equity Portion) and Mr. Milan Mody (For Debt Portion) Benchmark – Nifty 50 Hybrid Composite Debt 50:50 Index Download - KIM Download - SID (Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)
NFO period: 04th September – 18th September, 2023
Highlights of the NFO:
(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)