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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: 31st May – 14th June, 2024 Highlights of the NFO: Scheme type – An open-ended equity scheme investing in financial services sector Investment objective – The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in financial services. However, there can be no assurance that the investment objective of the scheme will be realized. Product suitability – This product is suitable for investors who are seeking long term wealth creation by investing in equity and equity related securities of companies engaged in financial services. Minimum Application Amount – First investment is Rs. 5,000/- and in multiple of Rs. 1/- thereafter Plan/ Options available – Regular Plan and Direct Plan having Growth Option and Income Distribution cum Capital Withdrawal Option (“IDCW”) (Payout of IDCW, Transfer of IDCW & Reinvestment of IDCW). Fund Managers – Mr. Alok Bahl and Mr. Pratik Singh Benchmark – NIFTY Financial Services Total Return Index (TRI) Download - KIM Download - SID (Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)
NFO period: 31st May – 14th June, 2024
Highlights of the NFO:
(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)