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Scheme Type


Exit Load (%)


Min Inv


Incremental Inv


Open Date

Jan 17, 2022

Close Date

Jan 31, 2022

Nav Calculation



Equity - Diversified

Risk Level

Very High

Fund Manager

Nirali Bhansali


Fund Objective

The investment objective of the Scheme is to seek to generate long-term capital growth from an actively managed portfolio of Indian & foreign equity instruments across market capitalisation. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.


The Scheme aims to generate long term capital appreciation by investing in a dynamic mix of equity and equity related instruments across market capitalizations. The Scheme would invest in companies based on various criteria including sound professional management, track record, industry scenario, growth prospects, liquidity of the securities, etc. The Scheme will emphasise on well managed, good quality companies with above average growth prospects. There will be no particular bias towards any market cap size or any sector. The Scheme may also invest a certain portion of its corpus in foreign securities. The portfolio will be built utilising a bottom-up stock selection process, focusing on appreciation potential of individual stocks from a fundamental perspective. The AMC employs a "Fair value" based research process to analyse the appreciation potential of each stock in its universe (Fair value is a measure of the intrinsic worth of a company). The universe of stocks is carefully selected to include efficient companies having an efficient business model purchased at efficient prices and held with efficient cost and are able to compound consistently.