To generate income and capital appreciation from a diversified portfolio predominantly investing in Indian equities and equity related securities of companies which are not part of the top 100 stocks by market capitalization and have market capitalization of atleast Rs.100 Crores at the time of investment.
Long-term capital appreciationPredominantly
• investments in Indian equities and equity related securities ofcompanies which are not part of the top 100 stocks by market capitalization
Though the fund has not been around the hostile face of 2008, its superior performance not only in relation to its benchmark but also its peers has made it a top most choice for many investors. Neelesh Surana zeros in on stocks which have high quality and earnings which is why the fund does not take exposures in in large number of small cap and stiks to midcap and a one third in large companies. The fund justifies its name of Emerging Bluechip and its bottoms up approach while taking into account the risk parameters has resulted in generating alpha while keeping an eye on the volatility.