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An open-ended equity scheme following a quantitative investment theme
An active factor-based strategy that blends predictive modelling with our investment research expertise & capabilities. At its core lies the Factor Allocation Model, which dynamically allocates weight to four key investment factors: Momentum, Low Volatility, Quality, and Value. These factors not only represent distinct strategies but also synergize to create a balanced and adaptive investment approach.
1% if redeemed/ switched-out within 90 days from the date of allotment: Nil thereafter
SIP, SWP, STRIP, Flexi STRIP
The scheme shall seek 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 will be achieved.
- Uniquely Positioned: Distinct portfolio relative to broader market indices with higher mid & small cap exposure providing potential for higher returns in long-term
- Disciplined Strategy: A disciplined well-articulated strategy to be executed continuously through market cycles aimed at achieving both higher returns & stability
- Optimal Portfolio Diversification: Stocks across sectors, sub-sectors, Styles (Growth & Value) and market capitalization
- Leverage of Research Expertise: Large Research Team tracking wide set of companies
The product is suitable for investors who are seeking*:
• Long term capital appreciation
• Investments predominantly following a quantitative investment theme
* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Product labelling assigned during the New Fund Offer (NFO) is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.
- Investors with a High-risk appetite
- Seeking long term capital growth
- All in one portfolio with the blend of Size, Style & Sectors
- Blend of Growth & Value investment styles
- More diversification, less concentration
- Easy online investment
- Convenient investing through SIP
- No entry load. Only 1% Exit Load if redeemed/switched-out within 90 days from the date of allotment; Nil thereafter