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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: 15th May – 29th May, 2024 Highlights of the NFO: Scheme type – An open ended equity scheme following special situations theme Investment objective – The primary objective of the scheme is to generate long-term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring (including mergers & acquisitions etc.), government policy and/or regulatory changes, technology led disruption and innovation, new trends, new & emerging sectors, companies/sectors going through temporary unique challenges and other similar instances. However, there can be no assurance that the investment objective of the scheme will be realized. Product suitability – The product is suitable for investors who are seeking long term capital appreciation by investing predominantly in equity & equity related instruments of special situations theme. Minimum Application Amount – First investment is Rs. 500/- and in multiple of Rs. 1/- thereafter Plan/ Options available – Regular Plan and Direct Plan having Growth Option only. Fund Managers – Mr. Dheeresh Pathak(Equity), Ms. Trupti Agrawal(Assistant Fund Manager- Equity) and Mr. Piyush Baranwal(Debt Securities) Benchmark – S&P BSE 500 Total Return Index (TRI) Download - KIM Download - SID (Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)
NFO period: 15th May – 29th May, 2024
Highlights of the NFO:
(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)