The fund aims to generate long-term capital appreciation with income generation by dynamically investing in equity and equity related instruments and debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be realized.
The scheme endeavours to provide long-term capital appreciation and income by dynamically managing the portfolio through investment in equity & equity-related instruments and active use of debt, money market instruments, and derivatives. Different asset classes exhibit different risk-return profiles and relatively low correlations to each other as compared to investments within the same asset class. The fund manager will determine asset allocation between equity and debt depending on prevailing market and economic conditions. The debt-equity mix at any point in time will be a function of various factors such as equity valuations, interest rates, views on the asset classes and risk management, etc.