The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments of companies which are undervalued (or are trading below their intrinsic value). However, there is no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/indicate any returns.
The Scheme will follow an active investment strategy. The Scheme aims to provide long term capital growth by investing in a diversified portfolio of companies that are selected using attributes of value investing. Value stocks are those, which are currently priced lower than its intrinsic value, in the market and have the potential to unlock the capital appreciation in medium to long-term period. A value fund requires a longer time to realise its potential & hence is ideal for investors who have a medium to long term investment horizon. The identification of undervalued stocks would involve fundamental analysis of the company and/or sector. It will be based on the evaluation of various factors including but not limited to stock valuation, financial strength, cash flows, company`s competitive advantage, business prospects and earnings potential.