1. What is the investment objective of the fund?
To generate long-term capital appreciation through investments made primarily in equity and equity related securities across large cap, mid cap and small cap stocks of various industries.
2. What are the returns given by this fund in the past?
The fund has, historically, generated the following returns/growth:
Last 1 year: 21.70%
Last 3 years: 8.17%
Last 5 years: 13.99%
Since inception: 14.49%
3. What is the minimum purchase amount in this fund?
The minimum first purchase amount is INR 5000. Minimum additional investment amount is INR 1000.
4. What is the entry load for this fund?
There is no entry load applicable when you invest in this fund.
5. What is the exit load for this fund?
If redeemed upto 1 year after allocation of units: 1%,
If redeemed after 1 year: NIL
6. Is there a minimum amount I have to redeem when I wish to withdraw from this fund?
No, there is no minimum redemption amount. You can withdraw any amount you wish to.
7. What is the risk level associated with this fund?
Due to the nature of investments of this fund, it is important for investors to understand that their principal will be at Moderately High risk.
8. Is there a lock-in period for my investments?
No, there is no lock-in period for your investments. You can withdraw your funds at any point in time after units are allocated in your account.