The investment objective of the Scheme is to provide capital appreciation and generate income through a dynamic mix of equity, debt and money market instruments. The Scheme seeks to reduce the volatility by diversifying the assets across equity, debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved.
The investment strategy of the Scheme would focus on seeking active asset allocation between equity and fixed income to manage the market risk. The Scheme seeks to generate capital appreciation by investing in equity and equity related securities and generate income by investing in debt and money market instruments. The Scheme aims to dynamically manage the debt and equity allocations in the portfolio. The investment strategy would thus focus on a dual approach: a top down approach seeking an active asset allocation between equity and debt and a bottom up process for construction of portfolio specific securities.