Investment Objective: Strategy of the fund is to invest in a concentrated portfolio of stocks from NIFTY 100 based companies with Growth Visibility, Strong Moat, Good Corporate Governance and Right Valuations to achieve long term capital appreciation.
Investment Approach: Invests in high quality large cap strong with strong fundamentals, stable earnings and market leadership emphasizing capital preservation and wealth creation through active monitoring, sectoral diversification, and a long-term outlook.
Benchmark: Nifty50 TRI
Stock/ Sector exposure limit criteria
Sector exposure limit – nil
Stock exposure limit – 15%
Client Suitability: Investors with an investment horizon of 3-4 years seeking steady moderate market returns with low to moderate risk appetite.
Investment Objective: The strategy aims to invest in a concentrated portfolio of stocks from large & midcap companies that exhibit growth potential, strong competitive advantages and robust corporate governance to achieve long-term capital appreciation.
Investment Approach: This dynamic strategy adjusts according to market conditions. It combines growth, value, and opportunistic investing to maximize risk-adjusted returns, with flexible allocation based on macroeconomic factors, sector trends, and company-specific fundamentals.
Benchmark: Nifty 500 TRI
Stock/Sector Exposure Limit Criteria:
Sector exposure limit: NIL
Stock exposure limit: ~15%
Client Suitability: This strategy is suitable for investors with a 3-5 year investment horizon, seeking alpha with a mid to high risk appetite.
Investment Objective: To achieve long-term capital appreciation by investing in a diversified equity and equity related mutual funds/ETFs across market capitalizations.
Investment Approach: Best equity and equity oriented mutual fund from all categories, selected based on consistent performance, superior risk-adjusted returns, right valuation and various other parameters of selecting mutual funds.
Investment Strategy: Blend of growth and value investing equity and equity oriented mutual fund/ETFs. Focuses on capturing opportunities across sectors and market cycles while managing risk and liquidity.
Benchmark: Nifty500 TRI
Client Suitability: Suitable for investors with a medium to long-term investment horizon (3–5 years), aiming for higher capital appreciation and willing to tolerate moderate market volatility.
Investment Objective: To generate stable and predictable returns over the medium to long term by investing in high-quality debt oriented mutual fund/ ETFs with minimal credit and interest rate risk.
Investment Approach: Focuses on investing in best-performing debt mutual funds across all categories delivering superior risk adjusted returns.
Investment Strategy: Invests predominantly in AAA-rated corporate bonds, sovereign securities, and other high-quality debt instruments/ETFs. Actively managed to take advantage of interest rate movements and yield curve shifts.
Benchmark: 10-Year Government Security (G-Sec)
Client Suitability: Ideal for conservative investors looking for stable returns with low to moderate risk, especially those aiming to preserve capital with a 3–5-year investment horizon.
