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An open-ended equity scheme following relative value strategy
The Fund follows a top down approach to pick sectors which are available at below mean valuations with reasonable prospects. For stock picking, it follows a bottom up approach to pick sound businesses with a healthy past track record and growth propspects available at relatively attractive valuation. The Fund endeavours to balance the risk and reward by prudent allocation in opportunities with significant margin of safety and across the market cap.
W.e.f. 02-09-2009 Exit load : 1% if redeemed before 1 year from the date of investment.
SWP/Redeem/SIP/STRIP/Switch
Not Applicable
Equity and Equity related instruments (Minimum 35% of the total assets would be in equity and equity related instruments of large cap companies and minimum 35% of the total assets would be in equity and equity related instruments of mid cap companies): 70-100% (Medium to High) Debt and Money Market instruments including securitized debt#: 0-30% (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 objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of large cap and mid cap companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Large & Mid
Large & Mid Cap Fund - An open ended equity scheme investing in both large cap and mid cap stocks
• The Fund is positioned to invest in both Large & Mid capitalisation stocks • Large cap stocks endeavour to provide stability & liquidity and mid cap stocks can potentially generate higher returns to the portfolio • The investment strategy of the Fund is built around three tenets: Relative valuation versus history or peer, growth opportunities at reasonable valuations for picking mid and small cap stocks and mean reversion opportunities. • The Fund maintains a well-diversified portfolio and avoids sector as well as stock concentration
This product is suitable for investors who are seeking*: Long term capital appreciation. Investment predominantly in equity instruments of both large cap and mid cap companies. 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 equity scheme predominantly investing in large & mid capitalisation stocks. The Fund focuses on stocks that are below its long term averages and/or undervalued, but are potential for value unlocking.
Large and Mid Cap funds are equity funds investing primarily in a mix of large and mid-sized companies. These funds invest minimum of 35% of total assets each in equity & equity related instruments of large cap and mid cap companies.
The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of large cap and mid cap companies.
However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Suitable for Investors who wish to own a portfolio of both large & mid capitalisation stocks and Investors looking to build their core equity portfolio for long-term wealth creation.
The scheme is designed for such investors who seek exposure to a portfolio of investing in both large and mid market capitalization stocks following a value style of investing in its approach. The Fund makes conscious efforts of reducing the volatility in the portfolio returns through a well-h4ersified portfolio and avoids sector as well as stock concentration. The Fund endeavours to deliver consistent returns, emphasis on h4ersification so as to ride out volatility.