The scheme shall seek to generate long-term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.
To achieve its objective of generating long-term capital appreciation, the scheme will invest in equity and equity related securities of companies across the market capitalization spectrum. The scheme will endeavor to maintain a minimum allocation of 25% of its total assets to each market capitalization category - Large Cap, Mid Cap, and Small Cap - as per regulatory classifications. The investment process will consider factors such as business fundamentals, corporate governance, financial strength, sustainable cash flows, earnings growth potential, valuation attractiveness, scalability, and management quality, etc. The fund will employ a bottom-up approach for stock selection while endeavoring to maintain sectoral diversification in the portfolio. Additionally, the scheme would use the top-down approach from a risk management perspective. Derivatives: The scheme may invest in permissible derivative instruments in accordance with applicable regulations, its investment objective, strategy, and internal limits established from time to time. These instruments may include, but are not limited to, stock and index futures, as well as stock and index options. These are leveraged instruments that can result in disproportionate gains or losses for the investors. Their inclusion in the portfolio offers several advantages, including enhanced flexibility for hedging the portfolio. The risks associated with derivatives may differ from, or potentially exceed, those of direct investments in securities and other traditional assets.
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