Investment Approach


Multi Asset Investment

Minimum 10% in three or more asset classes



Net Equity Levels

In the range of 10-80%, but in normal market conditions the scheme endeavours to maintain 65-75% equity levels



Market Captilization

The scheme can invest across market captilization


 
Counter Cyclical Approach

Follows counter cyclical approach and hence is not a Value or Growth oriented scheme



Sector Deviation

The scheme may take sector deviation compared to benchmark



Yield enhancement strategies

The scheme may take exposure to REITs, InvITs and Covered call option with an aim to enhance portfolio yield

#The minimum investment in Equity class is 65%. ^The net equity exposure is calculated net of stock futures and options (Notional Exposure). The portfolio of the scheme is subject to changes within the provisions of the Scheme Information document of the scheme. Please refer to the SID for investment pattern, strategy and risk factors. The as set allocation and investment strategy will be as per Scheme Information Document. Please refer to the SID for investment pattern, strategy and risk factors.