To achieve capital appreciation by investing predominantly in equities and equity-related instruments.Income Generation would be the secondary consideration.
Positioning : Diversified Large-Cap Fund
Overview
Diversified large-cap fund (An index-plus fund)
The fund will hold 35-40 stocks and is benchmarked to BSE 200
Generate index-plus return without taking excessive risks under normal circumstances
Not much sector deviant bets and no big cash calls
The fund follows a bottom-up approach and will invest up to 25% in mid cap stocks if required
Asset Allocation
Scheme/Instrument
% of the investible funds (indicative)
Risk Profile
Equity & Equity-linked instruments(including investment in derivatives)
80% - 100%
High
Money Market Securities
Upto 20%
Low
The Scheme may invest up to 35% of the net assets in overseas
securities.
89.11
Regular