Fund Objective
The investment objective of the Scheme is to seek long term capital growth through investments in equity and equity related securities of predominantly large cap and mid cap stocks. However, there is no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/indicate any returns.
Notes
Scheme Specific Investment Strategy The Scheme is an open ended Equity Scheme predominantly investing in equity and equity related securities of both large cap and mid cap stocks, and balance in other equity and equity related securities and debt and money market instruments. The scheme will invest in diversified portfolio of large cap and mid cap stocks. Large Cap: 1st -100th company in terms of full market capitalization. Mid Cap:101st to 250th company in terms of full market capitalization. The exposure to these will be as per limits/classification defined by AMFI/SEBI from time to time. The Scheme will focus on bottom up approach to find stocks with high growth potential. The Scheme will consider the below criteria for company selection: Companies with reasonable growth outlook & ability to scale the business over a 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. Subject to the Regulations and the applicable guidelines, the Scheme may, engage in Stock Lending activities. g