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  • Investment Objective
  • Terms at a Glance
  • Fund Manager

Investment Objective

To generate long term capital appreciation from a portfolio of Large Cap equity. The investment portfolio for equity will be primarily drawn from the pool of top 100 BSE lndia listed Securities by Market Capitalization. This fund is typically less volatile and suited more for the first time investors.

Terms at a Glance

  • Type of Plan: Large Cap Equity Plan
  • Asset Allocation Pattern: Minimum 60% in Large Cap And Rest 40% in Mid Cap/Small Cap Equity
  • Benchmark: BSE 200 Index
  • Risk Level: Moderate

Mr. Siddharth Mandalaywala

Sr. VP & Fund Manager

Mr. Siddharth Mandalaywala has experience of 13 years in capital market. An MBA with specialization in Finance, he has thorough knowledge of all macro, micro economic aspects. He has very good understanding of Fundamental Analysis. He possesses good judgment and can take quick decisions. He is fund manager for both Portfolio Management Plans - Legend and Marvel. He is very passionate for the job. He has skin in the game as all his savings is into Equities (100%). He has done MBA in Finance from Seventh Day Adventist College.

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