The scheme shall seek to generate long term capital appreciation by investing in equity and equity related instruments by following a quantitative investment theme. However, there can be no assurance or guarantee that the investment objective of the schemes would be achieved.
The scheme follows an active investment strategy. The outlined strategy of the fund seeks to achieve long-term capital growth by following a quantitative investment approach. The fund`s investment approach intends to integrate fundamental research with quantitative approach using market indicators. Fundamental Research: The fund manager while selecting stocks will focus on the fundamentals of the business, the quality of management, the financial strength of the company, market leadership, etc. Quantitative Approach: The quantitative approach emphasizes factors that offer insights into a company`s growth prospects and valuation. These factors may act as a guiding framework and include factors such as Quality, Growth, Value. Key sub-indicators may encompass metrics such as Return on Equity, Sales Growth, Cash Flow, Debt to Equity Ratio, Earnings Growth variability, Price to Book, Price to Earnings, and Dividend Yield, among others. These factors are selected for their strong relevance in evaluating a company`s financial health & valuations. In addition to the above factors, the investment approach integrates factors that capture behavioral attributes reflected in stock price movements. These factors include Liquidity, Stock Price Momentum, Volatility, and Historical Performance, among others. The fund intends to adjust dynamically across the factors based on long-term historical trends, recognising that different factors tend to perform relatively better during different macro-economic & market cycles. By considering these aspects, this investment approach provides an additional layer of analysis beyond traditional fundamental metrics. By integrating fundamental and factor approach and allowing for adjustments in response to market changes, this integrated investment strategy aims to deliver sustained long-term capital appreciation while effectively managing risk.
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