Asset Allocation Protfolio

The main objective of the portfolio investment approach is to generate capital appreciation in the long term through investments in equity oriented exchange traded funds (ETFs), index funds, fund of funds and equity schemes which have underlying as Indian indices, foreign indices and foreign stocks.

Equity oriented Exchange Traded Fund tracking Indian or Foreign indices.
Equity oriented index funds tracking Indian or Foreign indices.
Equity oriented fund of funds (FoFs) investing in Indian or Foreign indices.
Equity oriented funds investing in foreign securities.
Debt oriented Mutual Funds, Liquid Funds and Arbitrage Funds.

Rule-based ETF / Index Fund / FoF / Equity scheme( investing in foreign securities) allocation.
Rule-based ETF / Index Fund/ FoF / Equity scheme ( investing in foreign securities) selection.

Equity Oriented Exchange Traded Fund / Index Fund / FoFs / Fund investing in foreign securities- 80% to 100%.
Cash, Debt oriented Mutual Funds, Liquid Funds and Arbitrage Funds - 0% to 20%.

ETFs / Index Funds / FoFs investing in Indian or Foreign indices are likely to generate returns similar to underlying index .For detailed risk factors please refer to the section on “Risk Factors”.

The performance would be benchmarked against Nifty 50 TRI. The composition of the benchmark is such that it is most suited for comparing performance of the Portfolio.

Long Term

Equity

For detailed risk factors please refer to the Risk Factors below
For detailed Investment Approach please refer to the latest Disclosure Document

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Objective

Description of type of securities

Basis of selection of securities

Allocation of the Portfolio

Risk Associated

Appropriateness of the benchmark

Investment Horizon

Strategy

Note

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