NFO period: 26^th Aug - 09^th Sep, 2026

Highlights of the NFO:

• Scheme type - An open ended fund with attributes of pre-determined maturity and path for goal based investing


• Investment objective - To generate capital appreciation for investors by investing in equity and equity related instruments and income by investing across other asset classes, i.e. Debt, money market instruments, units of InvITs, Gold & Silver ETF and Exchange Traded Commodity Derivatives. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.


• Product suitability - This product is suitable for investors who are seeking to generate long term wealth creation. An open ended scheme following glide path strategy based investing across asset classes, i.e. Equity, Debt, InvITs, ETCDs, Gold & Silver ETF.


• Minimum Application Amount - Rs. 100/- plus in multiple of Re.1


• Plan/ Options available - Regular plan & Direct plan having Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option (with Payout of Income Distribution cum capital withdrawal option and Reinvestment of Income Distribution cum capital withdrawal option).


• Fund Managers - Ms. Divya Jain, Mr. Manish Banthia, Mr. Rohit Lakhotia & Mr. Gaurav Chikane


• Benchmark - Nifty 200 TRI (65%) + Nifty Composite Debt Index (30%)+ Domestic Price of Gold (3%)+ Domestic Price of Silver (2%)