Smart Strategies for Investing in Mutual Funds: A Guide to Maximising Your Returns One of the most well-liked investing options for people looking for expert management and diversification without having to choose individual equities is a mutual fund. One of the easiest ways for people to accumulate wealth over time is through mutual fund investments. Mutual funds combine the capital of numerous individuals to invest in a diverse portfolio of stocks, bonds, and other securities, in contrast to direct stock market investing, which necessitates considerable time, study, and risk tolerance. Mutual funds are a well-liked option for both new and experienced investors due to their expert management and diversification. But merely investing in a mutual fund and crossing your fingers seldom yields the best outcomes. A comprehensive approach that matches the appropriate fund selection and management strategies with your financial objectives, risk tolerance, and investment timeline is nece...
NFO Details
Investment
Objective
The scheme will adopt a passive investment strategy. It will invest in
stocks comprising the Nifty 50 index in the same proportion as in the index
with the objective of achieving returns equivalent to the Total Returns Index
of Nifty 50 index by minimizing the performance difference between the
benchmark index and the scheme. The Total Returns Index is an index that
reflects the returns on the index from index gain/loss plus dividend payments
by the constituent stocks. There is no assurance that the investment
objective of the Scheme will be realized.
Plans &
Options
Plans - Direct &
Regular Plan
Options - Growth
& Dividend Payout & Reinvestment
NFO Open Date
24th March 2020
NFO Closed Date
31st March
2020
Minimum Application
Size (Lumpsum Investment per Application)
Initial Investment: Rs. 5,000/-
Additional Investment : Rs. 1,000/-
Minimum
Application Size (Systematic Investment per Application)
Minimum Installment
Amount: Rs. 500
Minimum No. of
Installments: (a) Monthly: 6 (b) Quaterly: 4
Minimum Aggregate
Investment: Rs. 3,000/-
Benchmark Index
Nifty 50 Index TRI (Total Return
Index)
Load Structure
Entry Load: Nil
Exit Load: a) If the
units are redeemed or switched out are up to 10% of the units purchased or
switched in (the limit) within 1 year from the date of allotment: Nil
b) If units redeemed
or switched out are over and above the limit within 1 year from the date of
allotment: 1% of Applicable NAV
c) If units are
redeemed or switched out on or after 1 year from the date of allotment: Nil
Mutual fund investments are subject to market risks, read all scheme related documents carefully.

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