The fund is designed to provide medium to long-term returns, by seeking to buy growth at value prices from a diversified portfolio of selected Indian equities with favorable long term prospects.

The two core objectives of this fund are: Capital Preservation and Capital Appreciation over a period of time.

Size of opportunity matters. The strategy is an electic mix of: size of opportunity, earnings growth, quality of the business, and price-value gap. Good Management is an attribute which is a given constant. The ultimate aim is to achieve an overall optimal bend within the portfolio mix.

The Investment Approach Research Methodology & Filtration for this fund is explained through the picture below.