Large Cap oriented buy and hold quality stocks
Midcap oriented buy and hold quality stocks
Multi-cap Portfolio comprising of Core portfolio or quality stocks and Non-core portfolio based on different themes playing out.
Investment strategy: To generate Long term capital appreciation through a balanced exposure towards large cap companies and also taking advantage of short term trends that are expected to play out for return enhancement
Type of plan – Multi-Cap: Asset allocation pattern - 60% in large cap and rest in mid and small cap Benchmark - S&P BSE 500
Combination of Human Intelligence and Artificial Intelligence.