The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equities & equity-related instruments of companies across large, mid and small market capitalization, along with income tax benefit.
Key Benefits
- A 10 year close ended Equity Linked Savings Scheme
- Dividend Option and Growth Option. Under the Dividend option, only dividend payout facility is available.
- Liquidity only after the lock-in period of three years from the date of allotment.
- Switch in allowed only during NFO period.
- Switch Out from the scheme will be allowed only after the lock in period.
Who can invest?
Investors looking to invest in equities of companies across large, mid and small market capitalization, along with income tax benefit.
Asset Allocation
| Instrument | Normal Allocation (% of Net Asset) | Risk Profile |
|---|---|---|
| Equities and Equity Related Instruments | 80% - 100% | Medium to High |
| Debt and Money Market Securities | 0% - 20% | Low to Medium |
| Minimum Application | Rs. 500/- and in multiples of Re. 500/- thereafter |
| Entry Load | N.A. |
| Exit Load | NIL |
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