The investment objective of the Scheme is to seek to generate long term capital appreciation by investing in equity and equity related securities of large cap & mid cap stocks. However, there can be no assurance that the investment objective of the scheme would be achieved.
The Scheme will invest in Equity and Equity Related Instruments of Large Cap & Mid Cap companies with strong growth and sustainable business models, whilst managing risk. Large cap companies are companies which have a market capitalization of upto the top 100th listed company in terms of full market capitalization & the universe of "Mid Cap" shall consist of 101st to 250th listed company in terms of full market capitalization as prescribed under SEBI Master circular dated May 19, 2023,Chapter 2.7 - efinition of Large Cap, Mid Cap and Small Cap` as amended from time to time. The Scheme may also seek participation in other equity and equity related securities to achieve optimal portfolio construction. The Scheme will have an actively managed investment strategy. The portfolio will be built utilising a bottom-up stock selection process, focusing on appreciation potential of individual stocks from a fundamental perspective. The Scheme may also invest a certain portion of its corpus in debt and money market securities. Investment in debt securities will be guided by credit quality, liquidity, interest rates and their outlook.
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