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
|
|
|