|Instruments||Indicative allocation (% of total assets)||Risk Profile|
|Equity and equity related securities – Blue Chip Large-Cap Companies||65%||100%||High|
|Equity and equity related securities – Other Companies||0%||35%||High|
|Debt & Money market securities/instruments||0%||35%||Low to Medium|
Under normal market conditions, the Scheme would invest predominantly in a diversified portfolio constituting equity and equity related instruments of companies that the Fund Manager believes have sustainable business models, and potential for capital appreciation .The corpus of the Scheme will be invested predominantly in blue chip large cap stocks and / or in exchange traded derivatives on the S&P CNX Nifty Index or such blue chip stocks. 0-35% of the net assets will be invested in securities other than blue chip large caps. A very small portion of the fund will be kept liquid. A Blue-chip company is a company with a significant market share in its product segment and/or has consistent track record in terms of profitability. The investment environment, valuation parameters and other investment criteria will determine the allocation and the investment style. The Fund Manager would follow a top down approach to shortlist stocks for portfolio construction. Under the top down process the Fund Manager would look at the global and Indian economy and the domestic policy environment and stock valuations. This would result in identification of themes which have a potential to outperform. The final stock selection process would be a bottoms-up process wherein stocks from the short listed themes would be picked up based on valuations and business model.