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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: 05th October – 19th October, 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 scheme is to provide long term capital appreciation and generate income by investing in a balanced portfolio of equity & equity related instruments and debt & money market securities. There is no assurance that the investment objective of the scheme will be realized. Product suitability – The product is suitable for investors who are seeking Capital Appreciation and Income Generation over medium and long term by investing in equity & equity related instruments and debt & money market securities. 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. Ramesh Mantri (Equity Securities), Ms. Trupti Agrawal (Assistant Fund Manager), Mr. Piyush Baranwal (Debt Securities) and Mr. Shariq Merchant (Overseas Investments) Benchmark – CRISIL Hybrid 50+50 Moderate Index Download - KIM Download - SID (Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)
NFO period: 05th October – 19th October, 2023
Highlights of the NFO:
(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)