NFO period: 15^th June – 29^th June, 2023

Highlights of the NFO:

• Scheme type – An open-ended equity scheme following momentum theme


• Investment objective – The investment objective of the scheme is to seek to generate long-term capital appreciation by investing stocks showing strong momentum. Momentum stocks are such that exhibit positive price momentum – based on the phenomenon that stocks which have performed well in the past relative to other stocks (winners) continue to perform well in the future, and stocks that have performed relatively poorly (losers) continue to perform poorly. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.


• Product suitability – The product is suitable for investors who are seeking long term capital appreciation; an actively managed thematic equity scheme that by investing in stocks exhibiting momentum characteristics.


• Minimum Application Amount – First investment is Rs. 5,000/- and in multiples of Rs. 1/- thereafter


• Plan/ Options available – Direct Plan and Regular Plan. Each plan offers growth option only.


• Fund Managers – Mr. Paras Matalia(Fund Manager & Head Research - Equity), Mr. Dhawal Ghanshyam Dhanani(Dedicated Fund Manager for overseas investments)


• Benchmark – Nifty 500 TRI