NJ Dynamic Stock Allocation Portfolio

Optimise Returns through proper Asset Allocation of Equity and Debt

Key Attributes

Inception Date: 2 Apr 2016

Number of Stocks: 15 - 20

Fund Manager Name: NJ - Quantitative Rules Based Investing

Fund Manager Qualification and Accolades:

Members of the investment committee are winners of CIO of the year and other awards

Fund Manager Experience:

Investment decisions are taken through the Quantitative Rules-Based Investing mechanism. This is governed by an investment committee and the cumulative experience of the team is 100 plus years of equity investing.

Investment Objective

The investment objective is to generate capital appreciation and risk-adjusted returns in medium to long term by investing in a dynamic combination of well-established companies from the Top 300 by market cap and Debt schemes / Arbitrage funds are selected based on lower credit risk, volatility, exit charges, better tax efficiency.

Investment Strategy

Dynamic Stock Allocation Portfolio.

Investment Philosophy

Optimise Returns through proper Asset Allocation of Equity and Debt asset classes from time to time.
Equity portfolio would follow investment strategy of Bluechip Portfolio.
Debt schemes / Arbitrage funds are selected based on lower credit risk, vol- atility, exit charges, better tax efficiency.
Asset allocation rebalancing will be done on a half yearly basis and Security rebalancing will be done on a yearly basisll be done once a year*

Note: *Portfolio manager may rebalance portfolio in other periods based on company specific extra ordinary situations.

Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

Do Not Simply Invest, Make Informed Decisions

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