NFO period: 10^th Apr - 24^th Apr, 2026

Highlights of the NFO:

• Scheme type - An Interval investment strategy dynamically investing across equity, debt, equity and debt derivatives, InVITs and commodity derivatives, including limited short exposure on permitted instruments through derivatives


• Investment objective - To achieve long-term capital appreciation and income generation by dynamically allocating investments across multiple asset classes-equity, debt, equity and debt derivatives, REITs/InVITs, and commodity derivatives-while utilizing up to 25% short exposure on permitted instruments through derivatives to optimize returns and manage risk efficiently. There is no assurance that the investment objective of the Investment strategy will be achieved.


• Product suitability - This product is suitable for investors who are seeking to generate long-term capital appreciation and income generation by dynamically allocating investments across multiple asset classes-equity, debt, equity and debt derivatives, REITs/InVITs, and commodity derivatives.


• Minimum Application Amount - Rs.10,00,000/- and in multiples of Re. 1/- thereafter


• Plan/ Options available - Regular plan & Direct plan having Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option (with Payout of Income Distribution cum capital withdrawal option and Reinvestment of Income Distribution cum capital withdrawal option).


• Fund Managers - Mr. Sandeep Tandon, Mr. Lokesh Garg, Mr. Sameer Kate, Mr. Ankit Pande & Mr. Sanjeev Sharma


• Benchmark - 40% NSE 500 TRI + 30% CRISIL Short Term Bond Fund Index + 30% iCOMDEX Composite Index