This scheme is designed for medium to long-term capital
growth. The scheme is a balanced mixture of medium and
long-term investments in blue chips, potential mid caps and
high visionary companies. The scheme also aims to capture
the long-term upsides of the Indian Stock Market by
identifying the undervalued stocks and those with growth
opportunities from our well-researched stocks quotas.
Strategic movement
Identifying and buying stocks through extensive research.
Investment with long-term appreciation and value unlocking
potentials.
Hedging the long-term blue chips stocks by selling/buying
futures calls or puts as per the market situations
best judged by the research team.
Selling the potential midcaps on appreciation of 25-100% or
on deterioration of the fundamentals.
Holding stocks of high visionary companies with a view of
100-1000% appreciation.
Identification method
Investments may be done in any potential sector
Investments in companies having steady growth pattern
Stocks having consistent value appreciation
Eligible investors
Resident Indians.
Minimum Eligible Investment
Rs 10 Lacs for HNI’s and Rs 15 Lacs for corporate for a lock
in of 3 months.
Quantum of stock
Focused portfolio of about 20 stocks
Risk Factor
Market volatility shall always be the vital factor for any
up and downs in the price of stock and might affect this
portfolio.
Investors Desired Profile
Investors having patience to keep aside funds for 18-24
months.
Investors having appetite for medium to high risk
Investor positive about the future growth in Indian economy.
Identifying and buying stocks through extensive research.