Instruments | Indicative Allocation (% of Net Assets) | Risk Profile | |
Minimum | Maximum | Low/ Med/High | |
Equity and Equity related securities* | 65 | 80 | High |
Debt, Money Market instruments, Cash and equivalent | 20 | 35 | Medium |
Equity Investments- The Scheme will have reasonably well diversified Portfolio without being overly diversified. The investment environment, valuation parameters, return ratios, competitive positioning and other investment criteria will determine the sector allocation, stock weights and the investment style.
The AMC will conduct in-house research in order to identify investable ideas. AMC will evaluate appreciation potential of individual stocks from a fundamental perspective, assess industry and company fundamentals, robustness of business model, sustainability of moat, valuations, quality of management, corporate governance standards etc.
The AMC will construct the portfolio using bottom up approach and will have the flexibility to invest across the market capitalization.
Debt Investments- The AMC will construct the portfolio using bottom up approach and will have the flexibility to invest across the market capitalization.
The fund will be actively managed
The scheme invests in debt instruments such as government securities, corporate debentures and bonds, quasi-government bonds and money market instruments.
Dear Investors,
In order to mitigate the inconvenience to the taxpayers, as per Notification No.17/2022 dated March 29, 2022, a window of opportunity has been provided to the taxpayers up to March 31, 2023 to intimate their Aadhaar to the prescribed Authority for Aadhaar-PAN linking without facing repercussions.
Provided that, the taxpayers will be required to pay the following fee(s):
● Rs.500 up to three months from April 1, 2022;
● Rs.1000 post June 30, 2022.
However, till March 31, 2023 the PAN of the assessees who have not intimated their Aadhaar, will continue to be functional for the procedures under the Act, like furnishing of return of income, processing of refunds etc. After March 31, 2023, the PAN of taxpayers who fail to intimate their Aadhaar, as required, shall become inoperative and all the consequences under the Act for not furnishing, intimating or quoting the PAN shall apply to such taxpayers
Ways to link your Aadhaar with PAN:
● To link your Aadhaar with PAN you may visit the website: www.incometax.gov.in and click on “Link Aadhaar” under the “Quick Links” Tab. or
● You may Click here to directly access the page.
To check the status of linking of your Aadhaar with PAN please, Click here