The objective of the scheme is to generate capital appreciation in medium to long term through equity and equity related instruments mainly comprising of large-cap companies.

Investment Strategy

  • Focus on large-cap stocks, quality mid-cap stocks may be considered
  • Shielding investors from cyclical fluctuations
  • Combination of top-down and bottom-up approaches for selecting stocks
  • Portfolio comprising growth and value stocks
  • Allocation of sectors and stocks to be dynamically structured in tune with changes in broader market conditions


Parameters Guiding the Investment Decision

  • 70% allocation to large-cap companies
  • Exposure to any sector to be less than 25% of the portfolio size
  • Exposure to any script to be less than 10% of the portfolio size


Investor Profile

The suggested time horizon for Angel Bluechip Fund is 12-15 months, which makes it ideal for investors with low to moderate risk appetite