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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: 02nd July – 16th July, 2024 Highlights of the NFO: Scheme type – An open ended equity scheme following the energy theme Investment objective – The investment objective of the scheme is to provide investors with opportunities for long term capital appreciation by investing in equity and equity related instruments of companies engaging in activities such as exploration, production, distribution, transportation and processing of traditional & new energy including but not limited to industries/sectors such as oil & gas, utilities and power. However there can be no assurance or guarantee that the investment objective of the scheme would be achieved. Product suitability – The product is suitable for investors who are seeking Long term wealth creation. An equity scheme that predominantly invests in instruments of companies engaged in and/or expected to benefit from the growth in traditional & new energy sectors & allied business activities. Minimum Application Amount – First investment is Rs. 5,000/- and in multiples of Rs. 1/- thereafter Plan/ Options available – Regular Plan and Direct Plan having Growth Option and IDCW Option (with IDCW Payout and IDCW Reinvestment sub-options). Fund Managers – Mr. Sankaran Naren, Ms. Nitya Mishra and Ms. Sharmila D’Mello Benchmark – AMFI Tier I benchmark - Nifty Energy TRI Download - SID (Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)
NFO period: 02nd July – 16th July, 2024
Highlights of the NFO:
(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)