The primary investment objective of the scheme is to seek to generate long term capital appreciation by investing predominantly into equity and equity related instruments of large cap companies. The secondary objective is to generate consistent returns by investing in debt, money market securities, REITs and InvITs. However, there can be no assurance that the investment objective of the Scheme will be realized.
This product is suitable for investors who are seeking
• Long term capital growth.
• Investment in equity and equity related securities of companies whose market capitalization is within the range of highest & lowest market capitalization of S&P BSE 200 Index
Sailash Bhan has been managing the fund since the last 11 years and has stuck to the mandate of fund. The fund consists of higher midcap allocation than its peers and churns its portfolio more than others in the category. This however has paid off for the fund not only in 3 to 5yeras time but also during down markets. Though the fund has seen a phase of below average performance, its consistency and steady fund management is worth considering of placing it in a portfolio.