Fund Objective
The Investment Objective of the Scheme is to provide long-term capital growth to its Unitholders by following a multi factor based investment strategy. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company or by the Trustees.
Notes
Investment Strategy: To achieve long-term capital appreciation by deploying a proprietary quantitative model that incorporates fundamental and technical factors. This approach is designed to target superior risk-adjusted returns compared to the benchmark index. The model employs a multi-factor evaluation process. The Multi-Factor theme is an open-ended model-based investment strategy that adopts a data-driven investment approach, leveraging a range of widely recognized quantitative factors. The goal is to construct a well-diversified portfolio primarily consisting of large and mid-cap companies, aiming to maximize returns while effectively managing risk.