The Scheme seeks to generate long-term capital appreciation by investing in a diversified portfolio of Equity and Equity Related Instruments, Debt and Money Market Instruments, units of Gold Exchange Traded Funds (ETFs) and / or Silver ETFs and units of REITs & InvITs as per the asset allocation pattern of the Scheme. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.
The Scheme shall follow an active investment strategy and shall invest across asset classes, in line with the asset allocation mentioned in the SID, with an aim of generating long term capital appreciation for investors. With this aim, the Investment Manager will allocate the assets of the Scheme in Equity and Equity Related Instruments, Debt and Money Market Instruments, Units of Gold ETFs and / or Silver ETFs and units of REITs & InvITs and such other asset classes as prescribed under the asset allocation pattern of the Scheme. The percentage of investment will be decided after considering the prevailing market conditions, the macroeconomic environment (including interest rates and inflation), the performance of the corporate sector, the equity markets and general liquidity and other considerations in the economy and markets. Based on the Fund Manager`s view and prevailing market conditions, the asset allocation may remain static or dynamic within the permissible limits as mentioned in the SID. The AMC may choose to continuously churn the portfolio of the Scheme in order to achieve the investment objective. The Investment team shall follow a combination of the bottom up and top down approach while making investments. The top down approach shall involve analysis of the macro-economic factors, industry evaluation, benchmark industry allocation, market outlook etc. and shall be used to determine the asset allocation. The investment team shall scan the market for opportunities and shall evaluate the individual companies on their merits, leading to the bottom-up investment decision. The Scheme is expected to invest in a portfolio of carefully selected stocks, offering attractive potential growth opportunities. Investment in debt securities will be guided by credit quality, liquidity, interest rates and their outlook. Investments in units of Gold and / or Silver ETFs are considered to provide a diversification of risk away from equity and fixed income as well as a hedge against inflation for investors. The Fund Manager has the discretion to invest in units of REITs and InvITs and such other securities as specified, in line with the asset allocation pattern of the Scheme and within stipulated limits and by adhering to various norms and regulations. The fund manager could use derivatives within the permissible limits for hedging and rebalancing the portfolio or such other purpose as may be permitted under the Regulations from time to time. The Scheme does not intend to invest in overseas/foreign securities or participate in repo/ reverse repo transactions in corporate debt securities or engage in short selling or participate in credit default swap transactions.
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