The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities. The fund will have the flexibility to invest in a broad range of companies with an objective to maximize the returns, at the same time trying to minimize the risk by reasonable diversification. However there can be no assurance that the investment objective of the scheme will be realized, as actual market movements may be at variance with anticipated trends.
To achieve the investment objective, the Scheme will invest in equity & equity related instruments and debt & money market instruments as permitted by SEBI/ RBI from time to time. The Scheme seeks to provide long term wealth creation by dynamically managing the investments across large, mid and small cap stocks. For investments in equity and equity related securities, the Scheme would identify companies for investment, based on the following criteria amongst others: a) Sound Management b) Good track record of the company c) Potential for future growth d) Industry economic scenario.