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Objective : Lotus India Agile Fund seeks capital appreciation by investing in equity and equity related instruments. The scheme will invest in passive portfolios of leading stocks selected on the basis of a mathematical model.
Structure : Open ended equity scheme.
Inception Date : November 23, 2007
Plans and Options under the Plan :
Dividend and Growth options.
Face Value (Rs/Unit): Rs 10
Minimum Investment :
Rs 5000/-
Entry Load : f purchase amount is less than Rs. 5 Crores-2.25% , for other purchase-Nil
Exit Load : If redeemed on or before the expiry of 6 months from the date of allotment -1%
If redeemed after 6 months and on or before the expiry of one year from the date of allotment- 0.60%
If redeemed after the expiry of 1 year from the date of allotment- Nil
For redemption, where the initial purchase is equal to or greater than Rs. 5 crores - Nil
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