Scheme type – An open-ended dynamic asset allocation fund
Investment objective – To provide long-term capital appreciation/income from a dynamic mix of equity and debt investments. However, there can be no assurance that the investment objective of the scheme will be realized.
Scheme Category – The scheme is suitable for investors who are seeking long-term capital appreciation dynamic asset allocation between equity and equity-related instruments including derivatives and fixed income instruments.
Minimum Application Amount – First investment Rs. 5,000/- and multiples of Rs. 1/- thereafter
Plan/ Options available – Regular Plan and Direct Plan having Growth Option and Income Distribution cum capital withdrawal option (Reinvestment of Income Distribution cum capital withdrawal option and Pay-out of Income Distribution cum capital withdrawal option).
Fund Managers – Mr. Gaurav Mehta(Equity Portion), Mr. Dinesh Balachandran(Equity Portion), Mr. Dinesh Ahuja(Debt Portion), and Mr. Mohit Jain (Fund Manager & Credit Analyst)
Benchmark – CRISIL Hybrid 50+50 – Moderate Index TRI