An open-ended equity scheme that aims to invest in quality stocks with high growth potential
- An open ended dynamic equity scheme investing across large cap, mid cap, small cap stocks
- 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/SIP/STRIP
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.
An open-ended equity scheme that aims to invest in quality stocks with high growth potential
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 who wish to build their core equity portfolio holding, that invests in quality businesses that has potential to generate economic value for a long period of time
- Investors in search of a fund which brings disciplined approach to the portfolio, while adhering to a bottom-up investment process
Investment Horizon:
- Ideal for investment with a time horizon of preferably, 5 years or above.
- Investment through Systematic Investment Plan (SIP) may help in tackling the volatility of broader equity market
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.
Flexi-cap funds have the flexibility to invest in equity and equity related instruments across the market capitalization spectrum viz., Large cap, Mid cap and Small cap stocks in a flexible manner. These funds can be considered for building one’s core equity portfolio.
• Prudent & Strong Portfolio of Quality Businesses: The Fund consists of high quality businesses that have the ability to show strong growth for a long period of time
• Focused and Disciplined: Building portfolio around such high quality businesses that are expected to show secular long term growth and are not cyclical in nature
• Long Term Wealth Creation: By investing predominantly into companies that may generate economic value
• Suitable for investors looking to build their core equity portfolio for long-term wealth creation.
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• A flexi-cap fund allows investors to diversify their investment portfolios across companies of different market capitalisation with moderate risk and volatility, but with relatively higher potential for growth.
• These funds are typically well-diversified portfolios, which could balance the risk and return optimally.
• The fund manager has the flexibility to assess the fund allocation and switch between different companies across the market cap and sectors based on the market environment and other conditions from time to time.
Investing across large, mid & small caps, focusing on quality businesses with potential to generate economic value for a long period of time
Designed to pick out growth opportunities in a rising market and reduce the down trend in a falling market
Seasoned fund with a track record of over 3 decades
If you wish to build a prudent & strong equity portfolio that’s agnostic to market capitalisation, this fund may be suitable for you.
Ideal for investment with a time horizon of preferably, 5 years or above
If you wish to build a prudent & strong equity portfolio that’s agnostic to market capitalisation, this fund may be suitable for you.
Ideal for investment with a time horizon of preferably, 5 years or above
If you wish to build a prudent & strong equity portfolio that’s agnostic to market capitalisation, this fund may be suitable for you.
Ideal for investment with a time horizon of preferably, 5 years or above
If you wish to build a prudent & strong equity portfolio that’s agnostic to market capitalisation, this fund may be suitable for you.
Ideal for investment with a time horizon of preferably, 5 years or above