NFO period: 12th Oct - 26th Oct, 2026
Highlights of the NFO:
- Scheme type - Interval investment strategy dynamically investing across equity, debt, equity and debt derivatives, InVITs and commodity derivatives, including limited short exposure on permitted instruments through derivatives.
- Investment objective - The investment objective of the Investment Strategy is to generate long term capital appreciation by investing predominantly in listed equity and equity related instruments while selectively employing tactical short positions through derivatives to provide risk-adjusted returns across market cycles. However, there is no assurance that the investment objective of the Investment Strategy will be achieved.
- Product suitability - This product is suitable for investors who are seeking to generate income over medium-term. Investments across equity & equity related instruments, fixed income instruments, commodity derivatives, and arbitrage opportunities, while taking limited short exposure on permitted instruments through derivatives.
- Minimum Application Amount - Rs. 10,00,000 and in multiples of Re. 1 thereafter.
- Plan/ Options available - Regular plan & Direct plan having Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option (with Payout of Income Distribution cum capital withdrawal option and Reinvestment of Income Distribution cum capital withdrawal option).
- Fund Managers - Mr. Deepak Gupta
- Benchmark - 40% Nifty 500 TRI + 40% CRISIL Short Term Bond Fund Index + 20% iCOMDEX Composite Index
(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)