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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: 20th November – 04th December, 2023 Highlights of the NFO: Scheme type – An open ended equity scheme investing in banking and financial services sector Investment objective – The primary investment objective of the scheme is to seek to generate returns through investment in domestic and overseas equity and equity related securities of companies engaged in banking and financial services sector. There is no assurance that the investment objective of the scheme will be achieved. Product suitability – The product is suitable for investors who are seeking long term capital growth by investing in equity and equity related securities of banking and financial services companies. Minimum Application Amount – Rs. 100/– and any amount thereafter Plan/ Options available – Regular Plan and Direct Plan having Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option. Payout of Income Distribution cum Capital Withdrawal (‘IDCW’) and Reinvestment of Income Distribution cum Capital Withdrawal (‘IDCW’). Fund Managers – Mr. Dhaval Gada (Equity portion) and Mr. Jay Kothari (Dedicated Fund Manager for overseas investments) Benchmark – Nifty Financial Services TRI Download - KIM Download - SID (Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)
NFO period: 20th November – 04th December, 2023
Highlights of the NFO:
(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)