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The objective of the scheme is to generate capital appreciation in the medium to long term through investments in equities and equity related instruments comprising predominantly large-cap companies. |
| Investment Strategy |
- Overweight on large Cap stocks. However quality mid cap stocks may also be considered for investment.
- The portfolio will however, be overweight on large cap companies.
- The portfolio strives to insulate an investor from cyclical themes by investing in sectors offering secular growth outlook.
- Combination of Top-Down & Bottom-Up approaches. Portfolio to comprise of a combination of growth & value stocks.
- The allocation of sectors and stocks in the portfolio may be dynamically structured in tune with changes in broader market conditions.
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| Parameters Driving Investment Decision |
- The portfolio strives at all times to achieve a 70% allocation to large cap companies.
- The portfolio strives to limit the exposure to any sector to less than 25% of the portfolio size.
- The portfolio strives to limit the exposure to any sector to less than 10% of the portfolio size.
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| Investor Profile |
- Ideal for investors with low to moderate risk appetite.
- Angel Bluechip's suggested time horizon is 12-15 Months.
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