Category: Solution Oriented Scheme (Open-Ended)
Scheme Objective
The primary goal of this scheme is to provide long-term capital appreciation by predominantly investing in equity and equity-related securities across various sectors and market capitalizations. Additionally, the fund allocates assets to debt and money market instruments to generate income. However, it’s important to note that there is no guarantee or assurance that this objective will be achieved.
Launch Date: 08-Sep-2020
Expense Ratio: 1.90%
Exit Load:
Within 1 year: 3%
Within 2 years: 2%
Within 3 years: 1%
Above 3 years: Nil
Returns (Regular Growth)
Since Inception: 40.69%
1-Year: 42.06%
3-Year: 21.92%
AUM (as of 30-Sep-2024): ₹2,859.9 Cr
“Mutual fund investments are subject to market risks. Please read all scheme-related documents before investing.”
Investment Criteria
Minimum Lump Sum Investment: ₹5,000 (in multiples of ₹1)
Minimum Additional Lump Sum: ₹1,000 (in multiples of ₹1)
Minimum SIP Amount: ₹500
Riskometer: Very High Risk
“Mutual fund investments are subject to market risk. Please read all scheme related documents before investing.”
Fund Overview
This fund invests at least 80% in large-cap stocks to provide growth and stability.
Investment Objective
The objective is to achieve long-term capital growth by primarily investing in equity and equity-linked instruments across different sectors and market caps, with additional allocation to debt and money market instruments to generate income. No assurance of achieving the objective is guaranteed.
Investment Strategy
Equity Investments: The fund focuses on a well-diversified equity portfolio. The stock selection process is grounded in fundamental analysis, including business fundamentals, management quality, financial strength, and market leadership. Investments are made across sectors, without restrictions on market capitalization or sector preference.
Debt Investments: The fund also includes a diversified portfolio of high-quality debt and money market instruments. The fund manager considers factors like interest rates, yield curve, yield spreads, and liquidity while allocating assets. The debt portfolio is constructed based on a comprehensive assessment of macroeconomic conditions, including the political and fiscal environment, inflation, and other economic indicators.
I am AMFI(Association of Mutual Funds in India) Registered
Contact details - ramabarik635@gmail.com
M-9149674912
Interested for invest in this Mutual Fund through
Below Link
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