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The objective of the scheme is to generate capital appreciation in the medium to long term through investments in equities and equity related instruments comprising of predominantly Mid-Cap and Small-Cap companies. |
| Investment Strategy |
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Focus on growth themes such as Infrastructure, Services, Manufacturing & domestic consumption.
- Overweight on Mid-Cap and Small-Cap stocks. However quality Large-Cap stocks may also be considered for investment depending on market conditions.
- The scheme will seek to achieve returns through broad based participation in equity markets by creating a diversified equity portfolio .The portfolio will however, be overweight on Mid-Cap and Small-Cap companies.
- Combination of Top-Down & Bottom-Up approaches. Portfolio to comprise of a combination of growth & value stocks
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| Parameters Driving Investment Decision |
- Overweight on Mid-Cap and Small-Cap stocks. However quality Large-Cap stocks may also be considered for investment depending on market conditions.
- Portfolio to comprise of a blend of growth & value stocks. However the portfolio shall be overweight on growth stocks.
- The portfolio strives to limit the exposure to any sector to less than 25% of the portfolio size.
- The portfolio strives to limit the exposure to any stock to less than 10% of the portfolio size.
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| Investor Profile |
- The scheme would be suited for investors with moderate risk appetite. Recommended investment horizon is 15 to 18 months.
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