The scheme aims to generate regular long term capital growth from a diversified portfolio of equity and equity related securities. The Scheme Will invest in companies with strong growth & a sustainable business model.
This product is suitable for investors who are seeking
• capital appreciation & generating income over long term
• investment in a diversified portfolio predominantly consisting of equity and equity related instruments
The consistency in generating alpha while stabilizing over risk volatility has not only proven it to be as one of the best funds on ELSS segment but throughout the equity category. This is visible in its asset size of 17000crore. The fund has an exposure of 30% midcap currently .The fund manager Jinesh Gopani has been associated to the fund since 2011 has been outperforming its peers over the long run. Though the fund suffered a setback during the last couple of years, its strong fund management team and a well proven investment mandate strengthens it fundamentally.