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Fund Type : An open ended equity scheme investing in sector based on its business cycleEntry Load : NilDate of Allotment : 30 August, 2024
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Benchmark :First Tier Benchmark: NIFTY 500 Total Return IndexExit Load :
Investment Objective
The Investment objective of the Scheme is to generate long-term capital appreciation by investing predominantly in equity and equity related securities through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. However, there is no assurance that the investment objective of the Scheme will be achieved.
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Fund Manager
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Alok Singh
CFA and PGDBA from ICFAI Business School.
See detail
Fund Highlights
Riskometer
Fund Advantages
- Macro/ Trends based investing
- Top down approach to portfolio construction
- Sector & Market cap agnostic
- Intended investment in themes & businesses that are at the cusp-of or undergoing expansionary phase in Business Cycle
Allocation Strategy
- ( 80% to 100% ) - Equity and Equity Related Instruments
- ( 0% to 20% ) - Debt and Money Market instruments
- ( 0% to 10% ) - Equity Units issued by REITs and InvITs