Introduction
A strategy that can mould itself from a large cap portfolio to mid cap portfolio or vice-versa. The Fund Manager will take active asset allocation calls between cash & equity. The strategy will also take active equity allocation calls between investments in large caps & mid caps & it will follow a policy of profit booking with predefined price targets.
- Actively managed multi cap strategy
- Investment Horizon: Medium to Long term
- Investment Approach: Capitalize on Top Down & Bottom Up strategies of investing
- Cash Out Strategy: Automatic payout of appreciation amount when the Client`s AUM appreciates by 15%
Helps keep emotions & sentiments out of investment process
E.g. A client has invested Rs. 1 crore and when the target return of 15% is achieved, Rs. 15 Lakhs will automatically be redeemed & given back to client The Fund Manager will continue to manage the balance Rs. 1 crore ( market value) & the above process will be repeated every time the strategy achieves the target return of 15%
Objective
The Strategy aims to generate superior returns over a medium to long term by investing in only 8-10 companies across market capitalization.
Characterstics
Top Down & Bottom Up Approaches
- Invest in Fund Manager’s top 8-10 stock ideas across Market Cap
- Investment horizon: Medium term (12-18 months)
- Actively Managed Strategy
- Focused Strategy of 8-10 stocks
- Risk Return Profile: Medium Risk - Medium to High Return
- Benchmark: BSE 200
- Monthly disclosure of portfolio
- Exit load on withdrawal of the portfolio (part or full) in the 1st year
- Exit load will not be charged on the automatic pay-out of the target returns of 15%
Philosophy
Profile
For investors who look for high return with medium to high risk
Tenure
Medium term (2-3 Years)
Risk Return
