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This product is suitable for investors who are seeking * –
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
The primary objective is to generate income and capital gains through investments in a portfolio of securities issued by Private and Public Sector Companies.
*Investment in Securitized Debt may be up to 30% of its Net Assets.
Subject to the SEBI Regulations, the Mutual Fund may deploy up to 50% of total net assets in Stock Lending.
Average maturity of the portfolio will be maintained at or below 5 years.
Regular Plan and Direct Plan.
Both the Plan offer Dividend & Growth Option Dividend Frequency (under both the Plan) - Monthly
0.50% - if redeemed on or before 180 days from the date of allotment; Nil - if redeemed after 180 days from the date of allotment
New Investor: 5000/-
Existing Investor: 1000/-
In respect of purchase/switch-in of units for an amount equal to or more than 2 Lakhs, the closing NAV (Net Asset Value) of the day shall be applicable subject to realisation of the funds upto 3.00 p.m. and receipt of application (duly time stamped).
0.50% p.a. of the daily net assets
0.25% p.a. of the daily net assets
SIP / SWP / STP: Available
Minimum No. & Amt.
SIP : 6 installments of 2000/- each.
SWP: 6 installments of 500/- each.
STP : 6 installments of 1000/- each.
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