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Partner With Us NRI

Category

Equity

Scheme Type

OPEN

Exit Load (%)

1.00

Min Inv

500.00

Incremental Inv

500.00

Open Date

May 28, 2024

Close Date

Jun 11, 2024

Nav Calculation

DAILY

Sub-category

Equity - Diversified

Risk Level

Very High

Fund Manager

Ajay Khandelwal

Repurchase/Redemption

Fund Objective

To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of large, mid and small cap companies. However, there can be no assurance that the investment objective of the scheme will be realized.

Notes

The primary investment objective of the Scheme is to generate capital appreciation by investing in a portfolio of multi cap equity and equity related instruments, money market instruments, cash and cash equivalents. The Fund may also enter into securities lending or such other transactions, in accordance with the Regulations, as may be allowed to Mutual Funds from time to time. The portfolio will essentially follow MOAMC`s QGLP philosophy - i.e. invest in Quality businesses with reasonable Growth potential and with sufficient Longevity of that growth potential at a fair Price. The scheme shall follow an active investment style and will seek to invest in across large, mid, small cap companies with a strong competitive position or economic moat, good business prospects, run by a competent management that will help them achieve good growth over the medium to long term and available at reasonable valuations. The fund shall practice a concentrated, high-conviction portfolio strategy with a low-churn, buy and hold approach to investing. It will typically select companies with full market capitalization within the range as below listed company on recognized stock exchange: a. Large Cap: 1st -100th company in terms of full market capitalization. b. Mid Cap: 101st -250th company in terms of full market capitalization. c. Small Cap: 251st company onwards in terms of full market capitalization. The investment universe of "Small Cap" shall comprise companies as defined by SEBI from time to time The portfolio strategy shall be benchmark agnostic with a portfolio of high conviction stock ideas across sectors and market segments. The fund may also invest in IPO bound companies. While making investment decisions, besides other factors, the impact of the prevailing economic environment over the medium to long term prospects of the companies will also be taken into consideration. While making investment decisions, besides other factors, the impact of the prevailing economic environment over the medium to long term prospects of the companies will also be taken into consideration. The AMC will endeavour to meet the investment objective of the Scheme while maintaining a balance between safety, liquidity and return on investments.