The investment objective of the Scheme is to seek to generate long-term capital appreciation by investing in stocks showing strong momentum. Momentum stocks are such that exhibit relatively superior price momentum - based on the phenomenon that stocks which have performed well in the past relative to other stocks (winners) continue to perform well in the future, and stocks that have performed relatively poorly (losers) continue to perform poorly. The portfolio of stocks will be selected, weighted and rebalanced using proprietary screens. 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
To achieve the investment objective, the Scheme shall follow an active investment strategy by investing in stocks showing strong momentum and will make investments as per the asset allocation pattern of the Scheme. Momentum investing is a rule-based investment strategy in which the fund manager seeks to buy securities that are rising and sell them when they look to have peaked. The goal is to work with volatility by analyzing the momentum of the securities. The portfolio will be constructed using our proprietary momentum model that has been back tested basis the data for more than 15 years. The model considers many factors namely historical price performance, volatility of returns, relative strength, liquidity etc. to name a few.
Top Mutual Funds
