Scheme Type


Exit Load (%)

Min Inv


Incremental Inv


Open Date

Aug 12, 2021

Close Date

Aug 25, 2021

Nav Calculation



Hybrid - Equity Oriented

Risk Level

Moderately High

Fund Manager

Gaurav Mehta


Fund Objective

To provide long term capital appreciation / income from a dynamic mix of equity and debt investments. However, there can be no assurance that the investment objective of the Scheme will be realized.


The scheme endeavours to provide long term capital appreciation/income from a mix of equity and debt investments. The scheme may also invest in Government securities, money market instruments, securitised debt, corporate debentures and bonds, quasi Government bonds or any other debt instruments, equity and equity related instruments etc as permitted by regulations. Different asset classes exhibit different risk-return profile and relatively low correlation to each other as compared to investments within the same asset class. The fund manager will determine asset allocation between equity and debt depending on prevailing market and economic conditions. The debt-equity mix at any point of time will be a function of various factors such as equity valuations, interest rates, view on the asset classes and risk management etc.



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