The investment objective of the scheme will be to generate long term capital appreciation by investing in equity and equity related instruments by following factor based integrated investment themes.
The scheme will be benchmarked against BSE 200 TRI. The scheme will be managed by Sharwan Kumar Goyal and Deepesh Agarwal.
The scheme will offer regular and direct plans both with growth options. An exit load of 1% will be applicable if redeemed/ switched-out within 90 days from the date of allotment; nil thereafter. The maximum total expense ratio (TER) permissible under Regulations 52 (6) (c) will be upto 2.25%.
The minimum investment amount will be Rs 1,000- and in multiples of Re 1 thereafter. Subsequent minimum investment amount under a folio is Rs 1,000 and in multiples of Re 1 thereafter. The minimum SIP amount for daily, weekly and monthly SIP is Rs 500 and in multiples of Re 1 thereafter. The minimum SIP amount for quarterly SIP is Rs 1,500 and in multiples of Re 1 thereafter.
The scheme will allocate 80-100% in equity and equity related instruments, 0-20% in debt and money market instruments, and 0-10% in units issued by REITs and InvITs.The outlined strategy of the scheme seeks to achieve long-term capital growth by following an active integrated investing approach that combines fundamental research with market indicators using various style factors. The scheme intends to use a variety of style factors including, but not limited to, Momentum, Low Volatility, Quality, Growth, Value along with sector allocation and size factors (Large cap, Mid cap & Small cap). The scheme’s allocation across these factors may be adjusted dynamically based on long-term historical trends, recognising that different styles tend to perform relatively better during different macroeconomic & market cycles.The scheme will be suitable for investors who will seek long-term capital appreciation and want investments following factor based integrated investment themes.
