An open-ended equity scheme.
To seek to generate long-term capital appreciation from a portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
August 20, 2014
Mr. Venugopal Manghat (w.e.f. Aug 20, 2014) & Ms. Cheenu Gupta (w.e.f. July 02, 2021)
Mr. Sonal Gupta (w.e.f July 5, 2021) (For investments in foreign securities)
S&P BSE 500 TRI
Yes. (For more information on SIP, please refer to the section on "Facilities Offered to Investors under the Scheme" in the SID)
2.28% (As on 30th April 2022)
1.25% (As on 30th April 2022)
The above ratio includes 5 bps of additional expenses. Apart from the above-mentioned expenses, additional expenses of up to 0.30% of daily net assets of the scheme, in compliance with the conditions prescribed and GST on investment management fees are also being charged.
If the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limit”) within 1 year from the date of allotment: Nil
If units redeemed or switched out are over and above the limit within 1 year from the date of allotment: 1% of applicable NAV
If units are redeemed or switched out on or after 1 year from the date of allotment: Nil
Rs. 5,000 per application and in multiples of Re. 1 thereafter
Rs. 1,000 per application and in multiples of Re. 1 thereafter
Rs. 500 or 50 Units or account balance, whichever is lower
This product is suitable for investors who are seeking*
Long term capital appreciation and generation of reasonable returns
Investment predominantly in equity and equity-related securities,
including equity derivatives in Indian markets with focus on riding business cycles through dynamic allocation
between various sectors and stocks at different stages of business cycles in the economy
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.