Plan: OPEN | Option: Growth | Umeshkumar Mehta
11 Apr 25 | 12:00 AM
9.95 0.00 (0.00%)
Scheme Info
Investment Details
Have a look at some key information regarding the Mutual fund which helps in evaluating whether the fund suits your investment objectives
Fund Objective
The investment objective of the Scheme is to generate income/long-term capital appreciation by investing in equity, equity derivatives, fixed income instruments and foreign securities. The allocation between equity instruments and fixed income will be managed dynamically so as to provide investors with long term capital appreciation while managing downside risk. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Scheme Details
- Fund Type
OPEN
- Inception Date
07-12-2023
- AMC Name
- Minimum Investment
Rs. 5000
- Expense Ratio
2.37
- Exit Load Comment
25% of the units alloted may be redeemed without any exit load, on or before completion of 12 months from the date of allotment of units. Any redemption in excess of such limit in the first 12 months from the date of allotment shall be subject to the following exit load: i. 1% if redeemed or switched out on or before completion of 12 months from the date of allotment of units; ii. Nil, if redeemed or switched out after completion of 12 months from the date of allotment of unit.
