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(An open ended scheme investing in Equity, Debt and Gold ETF)

NFO Opens: 07th February 2024

NFO Closes: 22nd February 2024

Asset Allocation Strategy

  • Equity & Equity Related Instruments
  • Debt and Money Market instruments
  • Gold ETF
  • Units issued by REITs and InvITs

Fund Features

Facilitates diversified asset classes

Blend of top down & bottom up approach

Potential for capital appreciation

Sustainable business model


  • Mix of 3: Equity, Debt and Gold
  • Exposure to a mix of stocks, bonds, and other assets
  • Minimum allocation of at least 10% each in all three asset classes (Equity, Debt and Gold)
  • Portfolio building using a combination of top-down and bottom-up approach
  • Taxation - offers indexation benefit^

  • ^As per prevailing tax laws, subject to change. Please consult your tax advisor.

Fund Facts

Fund Manager

Mr. Alok Singh & Mr. Mithraem Bharucha

Minimum Application Amount

Rs. 5,000/- and in multiples of Re. 1/- thereafter.

Minimum Additional Investment

Rs. 1,000 and in multiples of Re. 1/- thereafter.

Plan & Options

Regular Plan and Direct Plan

  • Growth Option
  • IDCW Option (Re-investment of IDCW and payout of IDCW option)


This product is suitable for investors who are seeking* :
  • Wealth creation over medium to Long term
  • Investments in equity and equity-related securities, debt & money market instruments and Gold ETF
Scheme Riskometer#

Investor understand that their principal will be at very High Risk.

Benchmark Risk-o-meter :- 37.50% of Nifty 500 TRI + 50% Nifty Composite Debt Index + 12.50% of Domestic Prices of Gold

Benchmark riskometer is at very High Risk.

#It may be noted that the scheme risk-o-meter specified above is based on the internal assessment of scheme characteristics and may vary post NFO, when the actual investments are made.