• The fund focuses on Maintaining balance between stability of the portfolio in current times and beta of the portfolio in case the pace of the recovery surprises positively. 
• On the basis of forward and trailing PE valuations the equity allocations are arrived at. These allocations are then subject to ±10% variation depending on fund manager outlook on the following:
  • Correlation with select global markets
  • Market Momentum using price-based indicators to avoid early entry/exits in a directional market
  • Volatility implied by volumes indicating extreme situations of fear vs complacency

1. Advantage: Seeks to provide capital appreciation, regular income, downside protection through different asset classes.
2. Model Based: Allocation based on model to capture market trends extensively.
3. Valuation Impact: Average of Trailing and Forward P/E of Nifty 50
4. Macro Factors: Equity Allocations subject to Global Correlation, Market Momentum & Volatility

Redemption/Switchout/SWP/STP:
1. On or before 30 days from the date of allotment: 0.50%.
2. After 30 days from the date of allotment: NIL.