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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: 26th March – 09th April, 2024 Highlights of the NFO: Scheme type – An open ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier) Investment objective – The investment objective of the scheme is to provide capital appreciation and income to investors in line with their retirement goals by investing in a mix of securities comprising of equity, equity related instruments, REITs and InvITs, and fixed income securities. However, there is no assurance that the investment objective of the scheme will be achieved. The Scheme does not guarantee/ indicate any returns. Product suitability – The product is suitable for investors who are seeking long term capital appreciation by investing predominantly in equity and equity related instruments. Minimum Application Amount – First investment is Rs. 5,000/- and in multiples of Rs. 1/- thereafter Plan/ Options available – Regular Plan & Direct Plan having Growth Option and Payout of Income Distribution cum Capital Withdrawal facility (IDCW-Payout). Fund Managers – Mr. Vinay Paharia will manage the Equity Portion and Mr. Puneet Pal will manage Debt and REITs & InVITs portion Benchmark – S&P BSE 500 TRI Download - KIM Download - SID (Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)
NFO period: 26th March – 09th April, 2024
Highlights of the NFO:
(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)