Tax implications arise either upon receipt of IDCW (Income Distributed by the Fund) or on redemption of units.

• IDCW Taxation: IDCW is added to the investor’s total income and taxed at the applicable income tax slab rates.
• Capital Gains Tax:

• If units are redeemed within 12 months, short-term capital gains tax is levied at 20% (plus applicable surcharge and cess).

• If units are redeemed after 12 months, long-term capital gains tax is levied at 12.5% (plus applicable surcharge and cess) on capital gains exceeding Rs. 1.25 lakh per annum.

You can track the performance of your mutual fund investment through the mutual fund's official website or through the app or website of the distributor or broker through whom you invested.

A conglomerate fund invests in companies that operate across multiple industries, often owning a variety of businesses under one corporate structure. The fund typically targets large, diversified conglomerates, offering exposure to several sectors with a single investment. It is actively managed to select high-growth opportunities aiming for long-term capital appreciation.

During New Fund Offer and Ongoing Offer Period:
For Lumpsum including Switch-in: Minimum of Rs.100/- and in multiples of Re. 1/- thereafter.
For Monthly, Weekly and Daily Systematic Investment Plan (SIP): Minimum of Rs. 100/- and in multiples of Re. 1/- thereafter.

The expense ratio of a mutual fund refers to the annual fees expressed as a percentage of the fund’s daily net assets. It includes management fees, administrative costs, and other operational expenses.
For details on applicable expense ratio please refer to the Scheme Information Document of this fund.

Investing in a thematic fund involves volatility and risk, as it focuses on companies within a specific theme. This fund invests in equities of Indian conglomerates, limiting its universe compared to broader markets. Risks include underperformance of conglomerates or market changes, which can negatively impact returns. While the fund can invest in large, mid, and small-cap stocks, mid and small-cap investments carry higher risk. Investors should be aware that the fund manager’s decisions may not always result in profits, despite the goal of capital appreciation.