The primary objective of the Scheme is to generate long-term capital appreciation by investing predominantly in equity and equity related securities of small cap companies, as defined by SEBI. However, there is no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/indicate any returns.
The objective of the Scheme is to provide long term capital appreciation by investing in a diversified portfolio of small-cap companies across sectors. Companies whose Market capitalization falls below the market capitalization of Top 250 companies are classified as small cap companies as per current SEBI classification norms. These norms are subject to change from time to time. The scheme aims to i nvest in companies that have the potential to become Midcap & Large Cap companies over a long term horizon. These companies are in the initial phase of growth & if able to successfully scale up their business could generate significant capital appreciation. The Scheme will invest at least 65% in small cap companies. The Scheme may also seek participation in other equity and equity related securities to achieve optimal portfolio construction. The Scheme will focus on bottom up approach to find stocks with high growth potential. The Scheme will consider the below criteria`s for company selection: Companies with reasonable growth outlook & ability to scale the business over multi year period Strong Balance Sheet & Cash Flow Quality Management & good corporate governance practices Efficient Capital Allocation Reasonable Valuations Subject to the Regulations and the applicable guidelines, the Scheme may, engage in Stock Lending activities.
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