NFO period: 20^th November - 04^th December, 2020

Highlights of the NFO:

• Scheme type - An open ended equity scheme following a value investment strategy


• Investment objective - The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related or fixed income securities which are currently undervalued. However, there is no assurance that the investment objective of the scheme will be realized.


• Product suitability - The product is suitable for investor who are seeking to generate long-term capital appreciation / income in the long term by investing primarily in undervalued stocks.


• Minimum Application Amount - First investment is Rs. 500/– and any amount thereafter


• Plan/ Options available - Regular Plan and Direct Plan having Growth Option and Dividend Option with Payout and Reinvest Facility.


• Fund Managers - Mr. M. Suryanarayanan and Mr. Jay Kothari


• Benchmark - Nifty 500 Value 50 TRI