| Category: Hybrid: Multi Asset Allocation |
| Launch Date: 10-01-2024 |
| Asset Class: Mixed Asset |
| Benchmark: 65% BSE 200 TRI + 20% NIFTY Short Duration Debt Index + 10% Domestic Price of Gold + 5% Domestic Price of Silver |
| Expense Ratio: 1.95% As on ( 29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Topup: 1000.0 |
| Total Assets: 2,370.69 Cr As on ( 30-09-2025) |
| Turn over: |
Mr. Harshad Borawake (Equity Portion), Mr. Basant Bafna (Debt Portion), Mr. Siddharth Srivastava (Dedicated fund manager for overseas investments)
The investment objective of the scheme is to provide long-term capital appreciation from a portfolio investing in equity and equity related securities, Debt and money market instruments, Gold ETFs, Silver ETFs and Exchange Traded Commodity Derivatives. There is no assurance that the investment objective of the Scheme will be achieved.