|This product is suitable for investors who are seeking*: |
- Long term capital appreciation
- Investment in diversified portfolio of predominantly in equity and equity-related securities of small & midcap companies.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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The Scheme seeks to generate income and long term capital appreciation by investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies. There can be no assurance that the investment objective of the scheme will be realized.
|Instrument ||Normal Allocation (% of Net Assets) ||Risk Profile |
| ||Minimum ||Maximum || |
Equity and equity related Instruments
|90% ||100% ||High |
|Debt & Money Market Securities* ||0% ||10% |
|Low to Medium |
*Investments in asset backed securities (securitized debt) will not exceed 10% of the net assets of the Scheme. The Scheme will not invest in foreign securitized debt.
|Date of Inception ||09/09/2009 |
|Minimum Application ||Rs. 5000/- and in multiples of Rs. 1/- there after |
|Entry Load ||N.A. |
|Exit Load ||For exit within 1 |
year from the date
of allotment - 1%;
For exit after 1 year
from the date of
allotment - Nil
| SIP || Monthly - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum six months or minimum Rs. 500 & in multiples of Rs. 1 thereafter for minimum on year |
Quarterly - Minimum Rs. 1500 & in multiples of Rs. 1 thereafter for minimum one year.