• The scheme seeks to achieve its investment objective by investing atleast 80% of it’s net assets in Equity & equity related instruments of companies in Commodities, Energy and Utilities Macro Economic Sectors.
• Fund Manager will follow the AMFI sector classification for deciding the investment universe for the scheme.
• The scheme may also invest some portion of the investible funds in equity / equity related instruments of other companies. The Scheme may also invest some portion of the investible funds in debt and money market instruments

The fund manager constructs the portfolio according to the following general lines:

• The fund manager maintains a balance between growth and value stocks.
• The fund is composed out of a balance of secular (non-cyclical) businesses that can deliver growth even during a downturn and  cyclical plays that can outperform when the particular themes take off (metal, cement etc.). Non-cyclical segments include areas such as chemicals and agricultural inputs (fertilizers & pesticides).  Cyclical businesses include iron & steel and cement.
• Rigorous fundamental research which includes parameters like management competitiveness, business competitiveness, corporate governance, growth prospects, past track record etc.

0.25% of NAV if redeemed/switched out before 30 days from the date of allotment.