To provide investors with opportunities for long-term growth in capital alongwith the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies
Midcap companies are those companies whose market capitalization at the time of investment is lower than the last stock in the S&P CNX Nifty Index less 20% (upper range) and above Rs. 200 crores. |
|
| Instrument |
% of Portfolio of Plan A & B |
Risk Profile |
| Equities and equity related instruments of Midcap companies |
65-100% |
High |
| Equities and equity related instruments of other than Midcap companies |
0-20% |
High |
| Foreign Securities/ADRs/GDRs |
0% - 10% |
High |
| Debt and Money Market Instruments |
0 - 30% |
Low |
| - |
|
|
|
1.Open-ended Growth scheme
2.CDSC not exceeding 1.5% for exit within 12 months from the date of reopening of the scheme
3.Minimum investment: Rs. 5000 and in multiples of Rs. 1000
4.Dividend & Growth options available. |
| Launch Date
|
Minimum Application
|
| April 15, 2005 |
Rs. 5000 and in multiples of Rs. 1000 |
Entry Load |
Exit Load |
NA |
1) For exit within 1 year from the date of allotment - 1 %. 2) For exit after 1 year from the date of allotment - Nil |
SIP |
SWP |
Rs 500/month - 12 months, Rs 1000/month - 6months, Rs 1500/quarter - 12 months |
A minimum of Rs. 500 can be withdrawn every month or quarter by issuing advance instructions to the Registrars at any time. |
|
| Plan |
Latest Nav |
Date |
| Growth |
25.46 |
06/09/2010 |
| Dividend |
19.53 |
06/09/2010 |
|