NFO period: 10^th September - 24^th September, 2024

Highlights of the NFO:

• Scheme type - An open-ended equity scheme following a business cycle based investing theme


• Investment objective - The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. Disclaimer: There is no assurance or guarantee that the scheme’s objectives will be realised.


• Product suitability - This product is suitable for investors who are seeking to create wealth over a long term by investing predominantly in equity and equity related instruments of companies following business cycle based investment theme.


• Minimum Application Amount - First investment is Rs. 1,000/- and in multiples of Rs. 1/- thereafter


• Plan/ Options available - Direct Plan and Regular Plan having Growth & Income Distribution cum capital withdrawal Option. Income Distribution cum capital withdrawal Option (IDCW) under both the Plan(s) offer Payout of Income Distribution cum capital withdrawal option, Reinvestment of Income Distribution cum capital withdrawal option & Transfer of Income Distribution cum capital withdrawal option (from Equity Schemes to Debt Schemes Only).


• Fund Managers - Mr. Vishal Biraia (equity portion), Ms. Ritika Behera (equity portion & Overseas portion), Mr. Harshal Joshi (debt portion) and Mr. Gaurav Satra (overseas portion)


• Benchmark - NIFTY 500 TRI