Stock-based Equity Investment Approaches
BLUECHIP PORTFOLIO

The Portfolio aims to generate capital appreciation in the long term by investing in equity and equity related instruments.

  • Equity and equity related instruments.
  • Debt oriented Mutual Funds, Liquid Funds and Arbitrage Funds.

  • Rule-based stock selection.
  • Focus on companies with superior quality and momentum factors.
  • Concentrated portfolio.

  • Equity and Equity related securities - 80% to 100%.
  • Cash, Debt oriented Mutual Funds, Liquid Funds and Arbitrage Funds- 0% to 20%.

Under this investment approach investments are made in companies with superior quality factors. Valuations of these companies are likely to be high. When such companies face some structural issue their stock prices are likely to fall considerably which may impact the investment approach performance negatively. Further, the investment approach may under-perform in short periods when markets are in very buoyant conditions.

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

FactSheet

MULTICAP PORTFOLIO

The Portfolio aims to deliver capital appreciation in the long term from a diversified portfolio that predominantly invests in equity and equity related instruments across various market capitalization.

  • Equity and equity related securities.
  • Debt oriented Mutual Funds, Liquid Funds and Arbitrage Funds.

  • Rule-based stock selection.
  • Focus on companies with superior momentum factors.
  • Concentrated portfolio.
  • Flexible allocation to invest across market capitalisation.

  • Equity and Equity related securities- 80% to 100%.
  • Cash, Debt oriented Mutual Funds, Liquid Funds and Arbitrage Funds - 0% to 20%.

Under this investment approach investments are made in the companies which are considered as momentum stocks. These type stocks perform generally with higher volatility. Further, in the short term these stocks may under-perform considerably against the benchmark. Portfolio Turnover is generally high in this approach.

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

FactSheet

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