NFO period: 30^th Jun - 14^th Jul, 2026

Highlights of the NFO:

• Scheme type - An open ended balanced scheme investing only in equity and debt instruments. No arbitrage is permitted in this scheme.


• Investment objective - To provide capital appreciation/income by investing in equity and debt instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.


• Product suitability - This product is suitable for investors who are seeking to generate long term capital appreciation/income. Investing only in equity and debt instruments.


• Minimum Application Amount - Rs. 500/- plus in multiple of Re.1


• 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. Roshan Chutkey, Mr. Manish Banthia & Mr. Akhil Kakkar


• Benchmark - AMFI Tier I benchmark - CRISIL Hybrid 50+50 – Moderate Index.