loader2
Partner With Us NRI

Category

Equity

Scheme Type

OPEN

Exit Load (%)

Min Inv

1,000.00

Incremental Inv

1,000.00

Open Date

Aug 22, 2024

Close Date

Sep 05, 2024

Nav Calculation

DAILY

Sub-category

Equity - Diversified

Risk Level

Very High

Fund Manager

Shiv Chanani

Repurchase/Redemption

Fund Objective

The investment objective is to provide medium to long term appreciation by predominantly investing in a well-diversified portfolio of equity and equity related instruments of dividend yielding companies. There is no assurance that the investment objective of the Scheme will be achieved.

Notes

The Scheme will be an actively managed Scheme. The Scheme shall invest primarily in equity and equity related instruments of dividend yielding companies at the time of investment. Companies may also choose to do a buyback in addition to or as an alternative to dividend. This also constitutes a yield to shareholders. The Scheme will consider dividend yielding stocks which have paid dividend (or done a buyback) in atleast one of the three preceding financial years. The aim will be to build a portfolio, which represents a cross section of the dividend yielding companies in the prevailing market. To reduce the risk of volatility, the Scheme will diversify across major industries and economic sectors to the extent possible.