NFO period: 27^th Jan - 10^th Feb, 2026

Highlights of the NFO:

• Scheme type - An open-ended equity scheme investing in Financial Services Sector.


• Investment objective - The primary objective of the Scheme is to generate long-term capital appreciation by investing in equity or equity related instruments across market capitalization of companies deriving majority of their income from financial Services businesses. However, there is no assurance that the investment objective of the scheme will be realized.


• Product suitability - This product is suitable for investors who are seeking Capital appreciation over long term. Investing predominantly in equities and equity related instruments of companies engaged in financial services businesses.


• Minimum Application Amount - Rs. 500/- and in multiples of Re. 1/- thereafter.


• Plan/ Options available - Regular plan & Direct plan having Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option (with Payout of Income Distribution cum capital withdrawal option and Reinvestment of Income Distribution cum capital withdrawal option).


• Fund Managers - Mr. Ajay Khandelwal, Mr. Atul Mehra, Mr. Sandeep Jain, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty & Mr. Swapnil Mayekar


• Benchmark - Nifty Financial Services Total Return Index