| Particulars | Details |
|---|---|
|
Minimum Investment Mode of payment Realignment of Strategies Servicing |
INR 50 Lakhs By Fund transfer / cheque / or stock transfer Discretion of fund manager Web access to portfolio reports |
Investment Approach
Performance Benchmark: Nifty 50 TRI
Investment Objective: The primary objective of the strategy is to generate returns by predominantly investing in one or more mutual fund schemes, with lower volatility relative to pure equity allocation.
Investment Approach
Performance Benchmark: S&P BSE 500
Investment Objective: The primary objective of the Strategy is to generate stable and good returns over the medium to long term by investing in high-quality equity oriented mutual fund schemes.
Investment Approach
Performance Benchmark: S&P BSE 500
Investment Objective: The primary objective of the Strategy is to achieve long-term capital appreciation by investing in a diversified equity and equity related mutual funds across market capitalizations.
Investment Approach
Performance Benchmark: CRISIL Composite Bond Fund Index
Investment Objective: The primary objective is to generate optimal returns with moderate risk and high liquidity by predominantly investing in liquid mutual funds, short-term debt funds, money market mutual funds, and other debt-oriented funds. The strategy is designed for short-term capital preservation and liquidity.
Investment Approach
Performance Benchmark: CRISIL Composite Bond Fund Index
Investment Objective: The primary objective of the Strategy is to generate regular income and stable returns over the medium term by investing in high-quality debt mutual funds, dynamic bond funds, and money market instruments. The strategy aims to balance capital preservation with reasonable accrual income.
Investment Approach
Performance Benchmark: CRISIL Composite Bond Fund Index
Investment Objective: The primary objective of the Strategy is to generate steady income and long-term capital preservation by investing in high-quality long-duration debt mutual funds and corporate bond funds. The strategy is designed for investors looking to benefit from accrual income and potential capital appreciation over longer interest rate cycles.
Investment Approach
Performance Benchmark: Nifty 50 TRI
Investment Objective: The primary objective of the strategy is to generate returns by predominantly investing in one or more mutual fund schemes, with lower volatility relative to pure equity allocation.
Investment Strategy: The Scheme, being a fund of funds scheme, will invest in units of equity oriented mutual fund schemes within the asset allocation pattern. The fund manager based on their outlook will decide on the weightage to be assigned to one or more mutual fund schemes. The strategy is designed for investors who have a longer horizon to invest and wants to invest in Fund of Funds.
Portfolio Composition:
Exposure to a single underlying Mutual fund schemes (through MF exposure) shall not exceed 20%.
Client Suitability: Investors who like to invest with a Long-term wealth creation view with investment horizon of more than 3 years.
Investment Approach
Performance Benchmark: S&P BSE 500
Investment Objective: The primary objective of the Strategy is to generate stable and good returns over the medium to long term by investing in high-quality equity oriented mutual fund schemes.
Investment Strategy: The Scheme, being a fund of funds scheme, will invest in units of equity oriented mutual fund schemes within the asset allocation pattern. The fund manager based on their outlook will decide on the weightage to be assigned to one or more mutual fund schemes. The strategy is designed for investors who have a longer horizon to invest and wants to invest in Fund of Funds.
Portfolio Composition:
Exposure to a single underlying Mutual fund schemes (through MF exposure) shall not exceed 20%
Client Suitability: Investors who like to invest with a Long-term wealth creation view with investment horizon of more than 3 years.
Investment Approach
Performance Benchmark: S&P BSE 500
Investment Objective: The primary objective of the Strategy is to achieve long-term capital appreciation by investing in a diversified equity and equity related mutual funds across market capitalizations.
Investment Strategy: Blend of growth and value investing. Focuses on capturing opportunities across sectors and market cycles while maintaining risk control and liquidity.
Portfolio Composition:
Exposure to a single underlying Mutual fund schemes (through MF exposure) shall not exceed 20%.
Client Suitability: Investors who like to invest with a Long-term wealth creation view with investment horizon of more than 3 years.
Investment Approach
Performance Benchmark: CRISIL Composite Bond Fund Index
Investment Objective: The primary objective of the Strategy is to generate optimal returns with moderate risk and high liquidity by predominantly investing in liquid mutual funds, short-term debt funds, money market mutual funds, and other debt-oriented funds. The strategy is designed for short-term capital preservation and liquidity.
Investment Strategy: The scheme seeks to invest in Debt Instruments including Government Securities, Corporate Debt, Other debt instruments, Term Deposits and Money Market Instruments with portfolio duration between 3 months and 6 months.
Portfolio Composition:
Exposure to a single underlying Mutual fund schemes (through MF exposure) shall not exceed 20%.
Client Suitability: Investors who like to invest with a Short-term wealth creation view with investment horizon of not more than 6 months.
Investment Approach
Performance Benchmark: CRISIL Composite Bond Fund Index
Investment Objective: The primary objective of the Strategy is to generate regular income and stable returns over the medium term by investing in high-quality debt mutual funds, dynamic bond funds, and money market instruments. The strategy aims to balance capital preservation with reasonable accrual income.
Investment Strategy: This is a Fund of Funds debt strategy, allocating across short-to-medium duration debt mutual funds. The portfolio seeks to maintain an average portfolio duration between 1 to 3 years.
Portfolio Composition:
Exposure to a single underlying Mutual fund schemes (through MF exposure) shall not exceed 20%.
Client Suitability: Investors with an investment horizon of 1–3 years, seeking stable income and moderate capital appreciation with relatively low volatility compared to equities.
Investment Approach
Performance Benchmark: CRISIL Composite Bond Fund Index
Investment Objective: The primary objective of the Strategy is to generate steady income and long-term capital preservation by investing in high-quality long-duration debt mutual funds and corporate bond funds. The strategy is designed for investors looking to benefit from accrual income and potential capital appreciation over longer interest rate cycles.
Investment Strategy: This is a Fund of Funds debt strategy, allocating across long-duration debt mutual funds and gilt funds. The portfolio will typically maintain an average duration of more than 3 years:
Portfolio Composition:
Exposure to a single underlying Mutual fund schemes (through MF exposure) shall not exceed 20%.
Client Suitability: Investors with an investment horizon of more than 3 years, moderate-to-low risk appetite, seeking steady income with potential for capital appreciation from long-term debt instruments.
