The investment objective of the scheme will be to generate income/long-term capital appreciation by investing in equity, equity derivatives, fixed income instruments. The allocation between equity instruments and fixed income will be managed dynamically so as to provide investors with long term capital appreciation while managing downside risk.
The scheme will be benchmarked against CRISIL Hybrid 50+50 – Moderate Index. The scheme will be managed by Rajeev Thakkar, Raunak Onkar, Raj Mehta, Rukun Tarachandani, and Mansi Kariya.
The scheme will invest 0-100% in equities and equity related instruments including derivatives, 0-100% in debt securities and money market instruments including margin money deployed in derivatives transactions and units of debt oriented mutual fund schemes, and 0-10% in units issued by REITs and InvITs.
The minimum application amount will be Rs 5,000 and any amount thereafter. The minimum application amount for monthly SIP will be Rs 1,000 and any amount thereafter with six instalments. For quarterly SIP, the minimum application amount will be Rs 3,000 and any amount thereafter with four instalments.
The scheme will offer regular and direct plans with both growth and IDCW options.The scheme will follow a bottom-up approach for the stock selection process seeking to identify companies with long term sustainable competitive advantage. The scheme will be suitable for investors who are seeking capital appreciation and income generation over the medium to long term and want investment in equity and equity related instruments as well as debt and money market instruments while managing risk through active asset allocation.
The principal invested in the scheme will be at “moderate” risk according to the riskometer of the scheme. However, principal invested in the benchmark will be at “high” risk.
