• Agile quality portfolio from India’s Big 100 Companies*




    *In terms of Full Market Capitalisation.
  • Exposure to the more stable half of the market

  • High conviction bottom up stock picking with a focus on alpha generation

Investment
Objective

The investment objective of the Scheme is to provide long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in large cap companies. However, there can be no assurance that the investment objective of the Scheme will be achieved

Partners can create an ARN/EUIN embedded link for investment in this scheme. Please click ARN Embedded Scheme to access this resource.
Product Details
Available Plans for Subscription
Regular | Direct (D)
Available Options
Dividend | Growth (D)
Available Sub-options
Dividend Payout | Dividend
Re-investment (D)
D - Default
Asset Allocation
Asset Allocation Pattern Proportion (%) Risk Profile
Equity and Equity related Securities of Large Cap companies^* 80 - 100 High
Equity and Equity Related Securities of other companies^ 0-20 High
Debt and Money Market Securities^ (including CBLO and Reverse Repo) 0-20 Low to Medium
Units issued by REITs & InvITs 0-20 Medium to High
*Definition of Large Cap Companies:1st – 100th company in terms of full Market Capitalization. For the purpose of this definition, the list of stocks prepared by AMFI in this regard will be adopted. ^ including derivative instruments to the extent of 50% of the Net Assets of the Scheme. For detailed asset allocation refer SID of the Scheme available at here or visit nearest Investor Service Centre.
Downloads
Product Presentation Click here
Scheme Information Document Click here
One pager Click here
Investment Details
Purchase Rs. 1,000/- and in multiples of Re. 1/- thereafter
Additional Purchase Rs. 1,000/- and in multiples of Re. 1/- thereafter.
Switch in Rs. 1,000/- and in multiples of Re. 0.01/- thereafter.
Redemption/Switch Out Rs. 1,000/- or 100 units or account balance, whichever is lower.
Fund Manager:

Mr V Balasubramanian

Benchmark:

Nifty 50

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Cno. 00510