The investment objective of the Scheme is to seek to generate long term capital growth from a diversified portfolio of predominantly equity and equity related securities. There can be no assurance that the investment objective of the scheme will be realised.
This product is suitable for investors who are seeking
• Create wealth over a long period of time
• Investment predominantly in equity and equity related securities
The fund has been delivering returns in line with its top peers. The fund has almost an equal allocation in large and midandsmall cap category with small cap comprising to almost 20%. Though this has resulted in improving the performance of fund, the risk profile and recent fund manager changes are a concern. Never the less a strong AMC fund mandate, less churning in the portfolio and a scalable AMU size might prove to be a positive for the fund.