NFO period: 13^th April - 19^th April, 2021

Highlights of the NFO:

• Scheme type - An open ended equity scheme investing based on a quant model theme


• Investment objective - The investment objective of the scheme is to deliver superior returns as compared to the underlying benchmark over the medium to long term through investing in equity and equity related securities. The portfolio of stocks will be selected, weighed and rebalanced using stock screeners, factor based scoring and an optimization formula which aims to enhance portfolio exposures to factors representing ‘good investing principles’ such as growth, value and quality within risk constraints.


• Product suitability - The product is suitable for investors who are seeking capital appreciation over long term by investing in active portfolio of stocks screened, selected, weighed and rebalanced on the basis of a predefined fundamental factor model.


• Minimum Application Amount - First investment is Rs.1000/- and in multiples of Rs.1/- thereafter


• Plan/ Options available - Regular Plan & Direct Plan having Growth and Income of Distribution cum Capital Withdrawal (Payout and Re-investment Facility).


• Fund Manager - Mr. Sandeep Tandon, Mr. Anikt Pande and Mr. Sanjeev Sharma


• Benchmark - NIFTY 500 TRI