NFO period: 21^st August – 04^th September, 2023

Highlights of the NFO:

• Scheme type – An open ended equity scheme following business cycles based investing theme


• Investment objective – The scheme shall seek to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying and investing in business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. However, there is no assurance that the objective of the scheme will be realized.


• Product suitability – This product is suitable for investors who are seeking long term capital appreciation; by investing predominantly in equity & equity related instruments of business cycle based theme.


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


• Plan/ Options available – Regular Plan and Direct Plan having Growth Option and Income Distribution cum Capital Withdrawal Option / IDCW Option with Payout of Income Distribution cum Capital Withdrawal / IDCW Payout; and Reinvestment of Income Distribution cum Capital Withdrawal / IDCW Reinvestment facility.


• Fund Managers – Mr. Krishna Sanghavi, Mr. Renjith Sivaram Radhakrishnan and Mr. Kush Sonigara (Dedicated Fund Manager for Overseas Investments)


• Benchmark – NIFTY 500 TRI (First Tier Benchmark)