The objective of the scheme is to render capital appreciation in medium to long term, through equity and equity related instruments largely comprising of mid-cap and small-cap companies.

Investment Strategy

  • Focus on growth segments: infrastructure, services, manufacturing and domestic consumption
  • More preference on mid-cap and small-cap stocks, quality large-cap stocks may be considered depending on market conditions
  • Aim to achieve returns by diversifying equity portfolio
  • Combination of top-down and bottom-up approaches for selecting stocks
  • Portfolio comprising growth and value stocks


Parameters Guiding the Investment Decision

  • 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
  • Portfolio comprising growth and value stocks, but strong on growth stocks


Investor Profile

This scheme is for investors with moderate risk appetite with an investment horizon of 15 to 18 months.