To generate capital appreciation / income from a portfolio, predominantly invested in equity & equity related instruments. There is no assurance that the
investment objective of the Scheme will be realized.
This product is suitable for investors who are seeking
• capital appreciation over long term.
• investment predominantly in equity and equity related instruments of medium to large sized companies
Prashant Jain is someone who has watched the India market closely and believes in the long term prospects rather than near term returns. The performance is visible from the fact that it has been able to generate investor confidence since the last one and a half decade and increase its asset size to more than 21000croroes. The fund currently has also explored the midcap space with its allocation in midcap higher than the peers while not making a huge AUM size an obstacle for returns growth. There is no doubt on its long track record but it would be interesting to see how this strong fund management team is able to keep on generating alpha consistently with such a huge AUM size.