Scheme type - An open ended equity scheme predominantly investing in mid cap stocks
Investment objective - The Fund seeks to generate long term capital appreciation by investing predominantly in equities and equity linked securities of mid cap segment. Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realised.
Product suitability - This product is suitable for investors who are seeking to create wealth over a long term by investing in a portfolio of equity and equity related securities of midcap companies.
Minimum Application Amount - First investment is Rs. 5,000/- and in multiples of Rs. 1/- thereafter
Plan/ Options available - Regular Plan & Direct Plan having Growth Option and Income Distribution cum capital withdrawal Option.
Fund Managers - Mr. Sachin Relekar (equity portion) and Mr. Harshal Joshi (debt portion)
Benchmark - S&P BSE 150 Midcap Index
(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 1: Describe your knowledge of investments:
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 2: When you invest your money, you are:
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 3: If the market lost 25% in the last few months, and your investments also suffered the same - what would be your first impulse?
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 4: Have you ever invested in shares or mutual funds? If yes, for how many years?
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 5: To obtain a return of more than what you would receive as a bank fixed deposit, you must take risks.
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 6: How do you react to the idea of investments?
