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An open-ended equity scheme that aims to invest in quality stocks with high growth potential
The Fund endeavours to invest in high quality businesses that have the potential to show strong growth for a long period of time and create long term wealth. The investment strategy involves picking stocks with strong earnings quality (high operating cash flow and high free cash flow characteristics) and those that can continue to show strong growth in the foreseeable future, thus helping in compounding of wealth.
For subscriptions received w.e.f. June 4th, 2018, applicable Exit load: Redemption / Switch out within 12 months from the date of allotment – (i) NIL for upto 10% of the allotted Units (ii) 1.00 % for beyond 10% of the allotted Units.
SWP/Redeem/SIP/STRIP/Switch
Not Applicable
Equity and Equity Related Instruments : 65-100% (Medium to High) Debt and Money Market instruments including securitized debt#: 0-35% (Low to Medium) Units issued by REITs & InvITs: 0-10% (Medium to High) # The fund may invest up to 50% of its debt portfolio in securitized debt.
The primary objective of the scheme is 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 would be achieved.
Flexi Cap
An open ended dynamic equity scheme investing across large cap, mid cap, small cap stocks
- The investment philosophy of the Fund is built around the three pillars of Quality, Growth and Valuation
- Follows a pure bottom-up approach for stock selection
- Relies on disciplined investment framework for prudent portfolio construction
- High-conviction portfolio that is agnostic to market capitalisation
- Long term capital appreciation. Investment in equity instruments of companies with good growth prospects across the market capitalization spectrum.
- Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
- Investors looking for overall portfolio diversification
- Investors who want growth with limited downside risk to their portfolio
- Investors looking for tax efficient returns
- Retirees looking for moderate and stable returns with low volatility
- First time mutual fund investors
An open-ended dynamic equity scheme investing across large cap, mid cap, small cap stocks. The Fund focuses on high quality businesses that have the ability to generate strong growth for a long period of time
Banking and Financial Services Funds are a type of equity funds that predominantly invest in companies that cater to the banking and financial sector. The sector comprises of universal banks, small finance banks, insurance companies, non-banking financial companies, HFCs, co-operatives, pension funds, mutual funds and other smaller financial entities.
The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies/institutions engaged in the banking and financial services activities. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Investors willing to have a tactical allocation to their overall equity portfolio. Investors willing to increase the risk spectrum of their portfolio with an exposure to a sectoral philosophy of investing in stocks of companies engaged in banking & financial services.
- h4ersified in its approach by investing in companies within banking and financial services sector vis., companies engaged in retail & commercial banking, insurance, non-banking financial companies, co-operatives, pension funds, mutual funds, exchanges and other smaller financial entities.
- Agnostic to market capitalization spectrum; that can help the fund deliver superior risk adjusted returns across market cycles.
- The Fund may also take concentrated exposure to certain stocks based on the conviction and possibly could lead to increased alpha creation.