NFO Period: Jun 24, 2026 – Jul 08, 2026 | Benchmark: Composite of Nifty 500, CRISIL ST Bond, Gold & Silver
A diversified multi-asset fund investing in equity, debt, gold/silver instruments, and commodity derivatives to seek long‑term capital appreciation and income. It aims to reduce volatility by spreading across asset classes. The scheme does not guarantee any returns.
Equity (up to 80%), Debt (up to 30%), Gold/Silver & commodity derivatives (up to 15%). Dynamic rebalancing to capture opportunities.
Active management across market cycles, combining growth, value, and defensive instruments with a focus on risk‑adjusted returns.
| Asset / Index | Weight (%) |
|---|---|
| Nifty 500 (equity) | 55% |
| CRISIL Short Term Bond TR INR | 30% |
| Domestic Price of Gold TR INR | 10% |
| Domestic Price of Silver TR INR | 5% |
| Cash / Other (illustrative) | — |
| Index / Benchmark | 1‑Year | 3‑Year | 5‑Year | 10‑Year |
|---|---|---|---|---|
| Composite (Nifty 500 55% + Bond 30% + Gold 10% + Silver 5%) | 12.4% | 10.8% | 11.6% | 10.2% |
| Nifty 50 (equity benchmark) | 14.1% | 13.0% | 13.9% | 12.3% |
* Past performance may not be indicative of future returns. Composite benchmark as defined.
Total wealth ₹0
Total invested ₹0
Total gain ₹0
Cost of delay (vs starting now) ₹0
To provide long term capital appreciation and generate income by investing across equity, debt, gold/silver related instruments and other exchange traded commodity derivatives. The scheme does not guarantee any returns.
Composite of Nifty 500 (55%), CRISIL Short Term Bond TR INR (30%), Domestic Price of Gold TR INR (10%), Domestic Price of Silver TR INR (5%).
Minimum initial investment is ₹5000/- and multiples of Re.1/- thereafter. Additional investment minimum ₹1000/-.
The NFO opens on June 24, 2026 and closes on July 08, 2026.
Yes, it aims for long term capital appreciation and income generation by diversifying across multiple asset classes, suitable for investors with a 3+ year horizon.
📅 Last Updated on: June 23, 2026
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