The investment objective of the scheme is to provide investors with opportunities for long term capital appreciation by investing in equity and equity related instruments of companies that seeks to benefit from adoption of innovative strategies & theme. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved. The scheme does not assure or guarantee any returns.
The Fund would endeavour to generate capital appreciation by investing in entities that are engaged in and / or expected to benefit from the innovation theme. The Fund Manager would aim to build a portfolio by identifying entities within the list of basic industries under Innovation theme that have potential for meaningful growth, and which have a certain sustainable competitive advantage. The strategy of the scheme is to actively manage investments with the primary goal of maximizing long-term capital growth. It will focus on investing a significant portion (at least 80% of net assets) in the equity and equity-related instruments of companies that are at the forefront of innovation, either through pioneering products or processes, or through inventive business models. The fund manager will employ an active management approach, utilizing a bottom-up stock selection process to enhance returns. The scheme will maintain a diversified portfolio across various market capitalizations The investment strategy of this fund is centered on allocating capital to leading companies poised to significantly influence the competitive landscape through their innovative capabilities, which include: The creation of new products or services. The development of groundbreaking processes. The introduction of new consumer values or behaviors. The transformation of customer outreach by bypassing intermediaries or harnessing technology. The delivery of technological advancements that lead to enhanced or new consumer offerings. The Scheme may invest in equity derivatives instruments to the extent permitted under and in accordance with the applicable Regulations, including for the purposes of hedging, portfolio balancing and optimizing returns. Hedging does not mean maximization of returns but only attempts to reduce systemic or market risk that may be inherent in the investment.
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