NFO period: 28th Sep - 12th Oct, 2026
Highlights of the NFO:
- Scheme typeAn open-ended fund with attribute of pre-determined maturity and glide path for goal based investing
- Investment objectiveThe Scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments, debt and money market instruments, InvITs, Gold and Silver ETFs, and Exchange Traded Commodity Derivatives (ETCDs). There is no assurance that the investment objective of the Scheme will be achieved.
- Product suitabilityThis product is suitable for investors who are seeking to generate long term wealth creation. Investment in equity, debt & money market instruments, commodity ETFs and exchange traded commodity derivatives following a glide path till its maturity in the year 2056.
- Minimum Application AmountMinimum of Rs. 5,000/-and in multiples of Re.1/-thereafter.
- Plan/ Options availableRegular 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 ManagersMr. Harshad Borawake, Mr. Basant Bafna & Mr. Ritesh Patel
- Benchmark65%*Nifty 500 TRI + 25%*NIFTY Short Duration Debt Index + 7.5%*Domestic prices of Gold + 2.5%*Domestic prices of Silver
(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)
