The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies across large, mid and small market capitalization, along with income tax benefit.
Allocation of funds:
The scheme will invest in equity and equity related instruments and debt and money market securities. Hence the scheme will allocate 80 per cent to 100 per cent in equity and equity related instruments while 0 per cent to 20 per cent in debt and money market securities.
NFO Opens: December 22, 2011
NFO Closes: March 21, 2012
NFO Price: Rs 10 per unit
Options: Growth and Dividend Payout
Minimum Application Amount: Rs 500 and in multiples of Rs 500 thereafter.
Exit Load: Nil
Fund Managers: Jayesh Shroff