To generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies.
This product is suitable for investors who are seeking
• capital appreciation over long-term z
• investment in diversified portfolio of equity and equity-related instruments
Formerly a large cap(Inveso IndiaGrowth Fund) the fund is now a large and midcap fund with its portfolio still overweight on large companies with only 30% allocated to mid andsmall category. The fund has outperformed its peers in the long run and generated superior alpha while being a bit volatile at the same time. Though the fund mandate allows us to consider the fund a good investment option , the limited AUM can be a potential or an obstacle at the same time.