To generate income/long-term capital appreciation by investing in equity, equity derivatives, fixed income instruments. The allocation between equity instruments and fixed income will be managed dynamically so as to provide investors with long term capital appreciation while managing downside risk.
However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.
Initial purchase: | Rs. 5,000/- and any amount thereafter. |
Additional purchase: | Rs.500/- and any amount thereafter. |
Monthly SIP: | Rs. 1,000/- and any amount thereafter. |
Quarterly SIP: | Rs.3,000/- and any amount thereafter. |
Expense Ratio: |
Direct Plan: 0.31% p.a. + GST. Regular Plan: 0.61% p.a. + GST. |
It is a credible and tax-efficient* alternative to certain fixed income instruments (like bank fixed deposits), offering the scope to earn income along with the prospect of growth in Net Asset Value (NAV) when held for a reasonably long period.
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*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.