The main objective of the Investment approach is to generate capital appreciation through investments in equities with a medium to long-term perspective.

The portfolio shall follow a stock-specific approach with a medium to long-term perspective. The portfolio shall invest across sectors with a bias to invest in companies backed by able management with sound fundamentals and strong future potential. The portfolio may also include stocks that have exhibited market leadership in their respective product lines. The portfolio investments shall be based on an in-depth understanding of the underlying business. The Investment approach will invest in all listed equity and equity-related instruments with emphasis on capturing absolute returns by investing in 10-25 stocks in the small and midcap category as defined by SEBI. The portfolio shall have the flexibility to also invest up to 25% of portfolio value in large-cap stocks.