The objective of the scheme is wealth generation by delivering superior returns over long term through investments in equities. |
| Investment Strategy |
- To generate wealth on consistent basis rather than outperform by taking higher risk.
- Logic works well and thus will be given weightage along with financials.
- Early identification of stocks to ride through the entire investment cycle.
- Timing of investment is important to generate superior returns.
- Bottom-Up approach.
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| Parameters Driving Investment Decision |
- Blend of growth and value stocks.
- Investments in companies regardless of market capitalization.
- Keen selection of stocks based on potential for value unlocking based on key events.
- Focus on companies which display:
- Scalable business potential
- Large market opportunity
- Beneficiary of favorable economic cycle
- Valuation at steep discount to asset value
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| Sectoral Composition |
- Diversified Portfolio.
- May include under-researched companies.
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| Investor Profile |
- Safety of capital will be of utmost importance.
- The scheme would be suited for Investors having medium to long term perspective. (i.e. 12-18 months)
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