The investment objective of the Scheme is to achieve long term capital appreciation by investing in equity and equity related securities of companies that follow conglomerate theme. The Scheme does not guarantee/indicate any returns. There is no assurance that the investment objective of the Scheme will be achieved.
The Scheme follows an active investment strategy. The investment objective of the Scheme is to generate long-term capital appreciation by investing in equity and equity related instruments of companies forming part of the Top Conglomerates of India (TCI). Top conglomerates will be selected based on market capitalization. The Scheme may invest in any of the listed companies of the identified conglomerates. The Scheme would invest in a minimum of 4 groups and the exposure would be restricted to 25% of the net asset per group. This 25% may also be invested in the holding companies forming part of the top conglomerate where the primary revenue is earned by dividends or the companies that are incubating other businesses with significant net worth in listed/unlisted space.