Edelweiss Focused Equity Fund

Edelweiss Focused Equity Fund

Edelweiss Focused Equity Fund is an open-ended equity fund that will invest your money in a maximum of 30 stocks across market capitalisation. It’s a multi-cap portfolio that will follow a benchmark and sector-agnostic approach. This fund will allow you to invest in 3 timeless opportunities – 1) Brands 2) Market share gainers and 3) Innovators.

NFO Dates

New Fund Offer Opens On: July 12, 2022

New Fund Offer Closes On: July 25, 2022

Minimum application amount: during NFO period purchase 5000

Exit Load: 1% upto 365 days. NIL after completion of 365 days

Type of the Scheme

An open-ended equity scheme investing in maximum 30 stocks across market capitalization

Investment objective

The investment objective of the fund is to generate long term capital appreciation by investing in equity and equity related instruments of upto 30 companies across market capitalisation. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

 

Investment strategy

A focus portfolio of 25 to 30 stocks with strong business models

Benchmark and sector agnostic approach

Multi-cap portfolio.

Investing Ideology

 

Brands: Buy Established & Emerging brands across B2B and B2C segments

Market share gainers: Buy market-share leaders and emergingmarket-share gainers

Innovators: Buy Innovators, Adaptors and Enablers of change in business dynamics

 

How are Focused Equity Funds different from Flexi Cap Funds?

Focused Equity Funds invest in high conviction and more concentrated strategies as compared to Flexi Cap Funds. Focused Equity Funds invest in up to 30 companies of all market cap sizes, whereas in Flexi Cap Funds, there is no such restriction. In Focused Equity Funds, the returns may be more rewarding than the Flexi Cap Funds since the former follows a concentrated investing approach but at the same time they can be more volatile.

 

This product is suitable for investors who are seeking*

Long term capital appreciation

To generate income by investing in equity and equity related instruments and derivative  segment of up to 30 companies.

 

If you’re a new investor open demat account for free with Angel One using link https://tinyurl.com/k79bdf4z to begin your investment journey.

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WhiteOak Capital Flexi Cap Fund

 

WhiteOak Capital Flexi Cap Fund

NFO Dates

• New Fund Offer Opens On: July 12, 2022
• New Fund Offer Closes On: July 26, 2022
• Minimum application amount: during NFO period purchase 500

Type of the Scheme

• An Open Ended Dynamic Equity Scheme Investing
• Across Large Cap, Mid Cap & Small Cap Stocks

Investment Objective

To generate long-term capital appreciation by investing predominately in equity & equity related instruments across the spectrum of various market capitalization.

Benefits of Whiteoak capital flexi cap Fund

• Exposure to entire market spectrum
• Right mix of Large, Mid & Small Cap can help to achieve a balance between Rewards (Returns) & Risk (Volatility)
• Portfolio Diversification
• Balanced Portfolio Construction

Features of Whiteoak capital flexi cap Fund

• No Market Cap Bias - Investment in companies spanning entre market capitalization without any
• restrictions on market caps.
• Power of Diversification - with No sector & Style bias, Scheme can achieve portfolio goal of diversification & risk mitigation from concentrated bets
• Sectoral balance - Aims to build an attractive portfolio, representing a cross section of companies diversified across major industries, economic sectors and market capitalizations offering an acceptable risk reward balance.

Where does Whiteoak capital flexi cap Fund invest?

 

WhiteOak Capital Flexi Cap Fund is Investing Across Large Cap, Mid Cap & Small Cap Stocks with an aim to offer its investors benefits of all three market capitalizations (i.e large cap, mid cap and small cap) without any market cap bias. There is no predetermined allocation towards any of the market capitalizations or sectors or any of the investment styles. Fund Manager has a flexibility to decide the actual portfolio exposure towards companies based on the fundamentals of businesses and their long term growth potential.

This product is suitable for investors who are seeking*

• Long term capital appreciation
• Investment in a diversified portfolio of equity and
• equity-related securities of companies across the
• spectrum of various market capitalization.

 

If you’re a new investor open demat account for free with Angel One using link https://tinyurl.com/k79bdf4z to begin your investment journey.

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Kotak Manufacture in India Fund

 

Scheme Name: Kotak Manufacture in India Fund

Type of the Scheme: An open-ended equity scheme following manufacturing theme.

Benchmark: Nifty India Manufacturing Total Return Index

What is Kotak Manufacture In India Fund?

It is an open-ended equity scheme following a manufacturing theme. It invests in companies engaged in manufacturing activities, giving you an opportunity for wealth creation alongside the growing Indian economy. 

Investment Objective: The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related instruments which invests interalia into companies that are part of manufacturing theme and engage in following activities:

• directly engage in manufacturing activity,
• benefit from Government’s Manufacture in India initiatives,
• replace India’s imports by manufacturing in India
• Export goods manufactured in India
• have the potential to increase employment in India
• invest in new manufacturing plants/facilities
• aid manufacturing of new age technology solutions

Where will the scheme(s) invest?

Subject to the Regulations, the amount collected under each of the scheme can be invested in any (but not exclusively) of the following securities/ instruments, as per the indicative asset allocation given under the heading How will the Scheme allocate its assets: 

• Equity and equity related securities including convertible bonds and debentures and warrants carrying the right to obtain equity shares. 
• Companies coming out with IPO 
• Securities created and issued/ guaranteed by the Central and State Governments and/or repos/reverse repos in such Government Securities as may be permitted by RBI (including but not limited to coupon bearing bonds, zero coupon bonds and treasury bills). 
• Debt obligations of domestic Government agencies and statutory bodies, which may or may not carry a Central/State Government guarantee (including but not limited to Indian Government Bond, State Development Loans issued and serviced at the Public Debt Office, Bonds issued by Central &State Government PSU’s which are guaranteed by Central or State Governments).
• Corporate debt (of both public and private sector undertakings) including Non-convertible debentures (including bonds) and non-convertible part of convertible securities.
• Short Term Deposits of banks (both public and private sector) and development financial institutions to the extent permissible under SEBI Regulations
• Money market instruments permitted by SEBI/RBI, having maturities of up to one year or in alternative investment for the call money market as may be provided by the RBI to meet the liquidity requirements.
• Certificate of Deposits (Cds).
• Commercial Paper (Cps).
• Repo of corporate debt securities.
• Triparty repo on Government securities or treasury bills, Bills re-discounting, as may be permitted by SEBI from time to time.
• Securitised Debt, excluding foreign securitised debt.
• Securities Lending and short selling as permitted by SEBI from time to time
• The non-convertible part of convertible securities.
• Derivative instruments like interest rate swaps, index futures, stock futures, index options, stock option, warrants, convertible securities, or any other derivative instruments that are permissible or may be permissible in future under applicable regulations. To reduce interest rate risk in a debt portfolio, the scheme may hedge the portfolio or part of the portfolio (including one or more securities) on weighted average modified duration basis by using Interest Rate Futures (IRFs) (both perfectly and imperfectly hedged).
• Investment in units of Real Estate Investment Trust (REIT) & Infrastructure Investment Trust (InvIT). 

This Product is suitable for investors who are seeking*

• Long term capital growth
• Investment in equity and equity related securities across market capitalization

Axis Multicap Fund NFO

 

 

NFO Dates

• New Fund Offer Opens On: November 26, 2021
• New Fund Offer Closes On: December 10, 2021
• Minimum application amount: during NFO period purchase 5000

Investment Objective

To generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization.

Benefits of Axis Multicap Fund

• Exposure to entire market spectrum
• Invests in a mix of large, mid, and small cap stocks
• Portfolio Diversification
• Access to quality stocks

Features of Axis Multicap Fund

• Power of 3-in-1: Offers access to all market caps with single fund
• Balanced allocation: Mix of large, mid and small caps offers stability & growth potential while managing risk
• Focus on quality: Seeks to invest in current & future leaders, regardless of size

Where does Axis Multicap Fund invest?

Axis Multicap Fund will invest across market segments with a minimum of 25% each in large, mid, and small cap stocks, and the rest will be dynamically allocated. The fund will focus on selecting quality ideas across the market with focus on sustainable businesses and potential for long-term growth.

This product is suitable for investors who are seeking*

• This product is suitable for investors who are seeking*
• Capital appreciation over long term.
• Investment in a portfolio of large, mid and small cap equity and equity related securities.

 

If you’re a new investor open demat account for free with Angel One using link https://tinyurl.com/k79bdf4z to begin your investment journey.

 

HDFC Multi Cap Fund NFO

 

New Fund Offer Opens On: November 23, 2021

New Fund Offer Closes On: December 07, 2021

Minimum application amount: during NFO period purchase 5000

Investment Objective

To generate long term capital appreciation by investing in equity and equity related securities of large cap, mid cap and small cap companies.

 

Multi Cap Funds

• Minimum 25% of Total Assets in Large Caps
• Top 100 companies by market cap
• Well established businesses
• Minimum 25% of Total Assets in Mid Caps
• 101st to 250th company by market cap
• Future Large Caps
• Minimum 25% of Total Assets in Small Caps
• 251st company onwards
• Niche businesses with high potential for growth
• Up to 25%
• Flexible Portfolio

 

NIFTY500 Multicap 50:25:25^ vs NIFTY 500

• NIFTY500 Multicap 50: 25: 25 Index is relatively more balanced compared to NIFTY 500 Index as Mid Caps and Small Caps account for 50% weightage
• NIFTY500 Multicap 50:25:25 Index has outperformed NIFTY 500 Index by 1.3% CAGR over the long term

 

HDFC Multi Cap Fund – A one-stop solution for diversification

• One Stop Solution for diversification across large, mid and small caps (min 25% each)
• Aims to benefit from:
• Stability of Large Caps
• Growth of Mid Caps
• Potential of Small Caps
•  Controlled exposure helps reduce volatility of portfolio
• HDFC MFs track record of managing Equity Funds for more than 2 decades
• Mix of Top-down and Bottom-up approach to stock selection
• 60%-75% of Total Assets to be invested in Large and Mid Caps
• 25%-40% of Total Assets to be invested in Small Caps
• Aims to invest across Value, Growth and Turnaround companies

Suitability

• Investors looking for one stop solution with disciplined exposure to Large Cap, Mid Cap and Small Cap segments
• Investors with a medium to long term investment horizon
• Apt investment vehicle for SIP investments to achieve market cap based diversified allocation

This product is suitable for investors who are seeking*

• to generate long-term capital appreciation/ income
• investment in equity and equity related securities of large cap, mid cap and small cap companies

 

If you’re a new investor open demat account for free with Angel One using link https://tinyurl.com/k79bdf4z to begin your investment journey.

 

IDFC Multi Cap Fund NFO

NFO Details:       

• NFO Opens: 12th November 2021
• NFO Closes: 26th November 2021

Why invest in Multi Cap fund?

• Different market caps perform differently in each period
• It is not easy to gauge which segment will outperform and which will underperform
• Focus on diversification rather than prediction

How is Multi Cap different from Nifty 500?

• A Diversified portfolio like Nifty 500 is skewed towards Large Cap
• A Multi Cap portfolio like Nifty 500 Multicap 50:25:25 offers more diversification

Lower drawdowns and Higher up moves

• Multi Cap approach has outperformed more times than the diversified approach of Nifty 500
• Multi Cap has also seen a sharper bounce back after a muted/lower return year

 

How is Multi Cap different from Large Mid and Flexi Cap?

 

Why IDFC Multi Cap Fund?

• Power of Diversity
• Allocation across market caps
• Allocation across sectors
• Power of Discipline
• Limits for Mid and Small Cap allocation.
• Quarterly rebalancing of weights
• Power of Dependability
• Stock selection is focused on:
• Quality management & track record
• Strong balance sheet

 

For whom is this fund suitable?

• Investors who want to benefit from discipline – rather than having to time and shift allocations across market cycles
• Long term investors who believe in spending time in the market, rather than timing the market
• Investors looking for higher long-term growth prospects than pure Large Cap, Large-Mid or Flexi Cap* funds
• The fund maintains sizeable allocation to all market caps across market cycles, restricting any fund manager bias
• A multi-cap approach has provided attractive returns across long term cycles
• Access broad range of growth opportunities across market caps as well as select tactical themes

If you’re a new investor open demat account for free with Angel One using link https://tinyurl.com/k79bdf4z to begin your investment journey.

 

Quant Value Fund

 

VALUE Investing

Value investing is traditionally defined as the practice of buying stocks that appear underpriced/undervalued and holding them until the market realizes their true value.

 

Types of Value Investing

Passive/Mechanical Value Investing built around screening for stocks that meet specific numerical criteria– two prominent ratios used are price to earnings (PE) and price to book value (PBV).

Contrarian Investing investing in companies that are against the general market trends.

Activist Value Investing this form involves taking large positions in inefficiently managed, thus, poorly valued companies and making money from turning them around.

Cerebral Value Investing incorporating other criteria such as management quality, solid moats, competitive advantages and other qualitative factors and ratios

quant VALUE Fund | How does it work?

Dynamic Money management– our role as dynamic money managers is to smooth out returns when value factors are underperforming. This is how our approach can offer better investment outcomes over both the long and medium term than conventional “smart beta” portfolios.

 An investment process based on maximising the odds of being right in the long run, but which makes no claims to be able to predict the immediate future, thus, requires an elongated investment horizon.

The key is to not get distracted by the popular narrative being propagated as the gospel truth in the markets. Using Predictive Analytics tools, our endeavor is to decipher the true stature of the market. This enables us to determine an appropriate perceived valuation multiple of a liquid & traded class/ sector/ stock

Fund Attributes

Capital Appreciation over the medium and long-term This scheme intends to invest in equity & equity related instruments with an endeavor to deliver superior risk-adjusted returns with No Exit Load.

100% Hedging The scheme may take exposure to derivative instruments unto 100% of net assets for hedging purposes. In volatile scenarios, this allows the scheme with greater flexibility to sail through the tides

Up to 35% Overseas Investment The scheme allows investments in Developed Markets where large volumes of historical data points for building novel quantitative investment models is widely available.

Dynamic Money Management Using the VLRT Investment Framework and Predictive Analytics, quant adopts a Dynamic style of Money Management During hyper-volatility and uncertainty, this allows the scheme to adapt and move with agility

 

Scheme Details

NFO Period:      New Fund Offer Opens on: 10th November 2021

New Fund Offer Closes on: 24th November 2021

Investment Objective:    Capital appreciation over long term

Investments in a well-diversified portfolio of value stocks

Investment Category: Thematic – Value

Minimum Application: Purchase: Rs.5,000/- plus in multiple of Re.1 thereafter

Systematic Investment Plan (SIP): Rs. 1000/- and multiple of Re. 1/-

 

If you’re a new investor open demat account for free with Angel One using link https://tinyurl.com/k79bdf4z to begin your investment journey.

 

Aditya Birla Sun Life Business Cycle Fund NFO

 

Introduction

• Every economy goes through growth phases - periods of rising growth, that begins to decline after a peak; only to rise again from a bottom slump.
• This ‘expansion’ and ‘contraction’ is cyclical. Each phase favours growth in different sectors and opens different cyclical opportunities. (For example – the pandemic opened up tremendous opportunities in the healthcare and IT sector)
• This calls for a unique investing style – ‘Business cycle-based investing’

Presenting Aditya Birla Sun Life Business Cycle Fund

• An open-ended equity scheme following business cycles-based investing theme.
• This scheme seeks to identify upcoming cyclical opportunities by estimating:
• The changes in cyclical phase of the economy
• Favorable sectors and opportunities based on the specific economic phase
• To ultimately build a portfolio of industry leaders within these identified opportunities
• The key focus is to apply fund manager expertise to pre-empt these cyclical phases and identify these opportunities before they present themselves

 Why should you invest in this fund?

• Make your portfolio conscious of business cycles Different cyclical phases tend to favour different sectors – in a contraction phase for example defensive sectors such as consumer staples and healthcare that are essential tend to outperform; whereas in an expansion phase, opportunities open up in other non-defensive sectors that have discretionary demand.
  By focusing on identifying these opportunities in advance, this fund has the potential for growth through all business cycles.
• By focusing on identifying these opportunities in advance, this fund has the potential for growth through all business cycles.
• Get a ‘first mover’ advantage through fund manager expertise Expert fund managers seek to pre-empt cyclical changes and opportunities in finding industry leaders to maximise potential of growth for investors
• Flexibility giving diversification Can invest across all market sectors, themes and market caps.
• Global exposure as well The fund also has the flexibility to invest in select and favourable global opportunities, giving you the potential exposure to global markets as well
• Potential for long term capital appreciation Being an equity fund it has the potential for long term capital growth

 

Features & Asset Allocation

Scheme Name	Aditya Birla Sun Life Business Cycle Fund
Fund Manager	Mr. Vineet Maloo; Mr. Nitesh Jain, Mr. Vinod Bhat (for overseas investment)
Scheme Type	An open ended equity scheme following business cycles based investing theme
Investment Objective	The investment objective of the scheme is to provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. The Scheme does not guarantee/indicate any returns. There can be no assurance that the objective of the Scheme will be achieved.
Scheme Benchmark	S&P BSE 500 Total Return Index (TRI)
Asset Allocation	Equity & Equity related instruments selected on the basis of business cycle: 80% -100%; Other Equity & Equity related instruments: 0% -20%; Debt and Money Market Instruments: 0-20%; Units issued by REITs & InvITs: 0% -10%
Plans & Options	Regular Plan and Direct Plan; Both plans will have two options: Growth and Income Distribution cum capital withdrawal (IDCW).IDCW option will have Payout Facility
Entry & Exit Load	Entry Load : NIL; | Exit Load : 1% of the applicable NAV, if redeemed/switched out on or before expiry of 365 days from the date of allotment
NFO Open Date	15thNovember 2021
NFO Close Date	29thNovember 2021

 This product is suitable for investors who are seeking*:

•  Long term capital appreciation
• An equity scheme investing in Indian equity & equity related securities with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy 

HDFC NIFTY Next 50 Index Fund NFO

 

About NIFTY Next 50 Index

• Represents 50 companies from NIFTY 100 after excluding the constituents of NIFTY 50. 
•  Cumulative weight of index constituents that are not available for trading in F&O segment (Non F&O stocks) is capped at 15% on quarterly rebalance dates. 
•  Weightages of non F&O stocks in the index are individually capped at 4.5% on quarterly rebalance dates. 
•  Index Re-Balancing : Index is re-balanced on semi-annual basis. The cut-off date is January 31 and July 31 of each year.

Investment Objective 

To generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY Next 50 Index TRI (Underlying Index), subject to tracking error. There is no assurance that the investment objective of the Scheme will be realized

Reasons to invest in NIFTY Next 50 Index 

• Offers Diversification Benefit at stocks and sector Level
• Offers higher potential for growth with next league of probable Blue Chips
• Provides Exposure to unique businesses
• Could generate better Risk Adjusted Returns in Long Term

NIFTY Next 50 : Diversified with a different flavour

Top 3 sectors’ weight at 58% as compared to 67% for NIFTY 5

NIFTY Next 50 : Offers balanced allocation

NIFTY Next 50 Index median stock exposure is around 1.80% as compared to NIFTY 50 index median of 0.97%

Performance Journey : NIFTY 50 Vs NIFTY Next 50

Fund details

• New Fund Offer Opens On:    October 22, 2021 
• New Fund Offer Closes On:    October 29, 2021
• Scheme Reopens on:                Within 5 Business Days of allotment of units under NFO

This product is suitable for investors who are seeking

• Returns that are commensurate (before fees and expenses) with the performance of the NIFTY Next 50 Index (TRI) over long term, subject to tracking error.
• Investment in equity securities covered by the NIFTY Next 50 Index

LICMF Balanced Advantage Fund NFO

 

NFO Details:

• New Fund Offer Opens on: 20/10/2021 
• New Fund Offer Closes on: 03/11/2021 
• Scheme Reopens on: 15/11/2021

About LICMF Balanced Advantage Fund (LICMF BAF)

• A  type of Hybrid Fund 
• Adopts asset allocation strategy 
• Using FDMM (Fundamental Driven Mathematical Model) 
• Equity allocation may increase or decrease depending on the model output. 
• Our Model considers current economic outlook & fundamentals of corporate world. 

Investment Objective

The investment objective of the scheme is to provide capital appreciation/ income to the investors from a dynamic mix of equity, debt and money market instruments. The Scheme seeks to reduce the volatility by diversifying the assets across equity, debt and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be realized.

How LIC MF BAF is different from existing schemes of LICMF? 

LIC MF BAF is an open ended hybrid fund that dynamically manages portfolio of equity and equity related instruments (including derivative/ arbitrage exposure), debt and money market instruments. The fund endeavours to reduce the volatility, minimizes the downside during falling market and participate in upside during the rising market.  

LICMF BAF Portfolio Construct

• Equity 
• Stock Selection
• Capital Appreciation
• Arbitrage
• Provide Hedge
• Endeavour Equity Tax Benefit 
• Debt 
• Stability
• Liquidity  

Features

• Dynamic Asset allocation using Fundamental Parameters 
• Net Equity allocation can range from 0% to 100% 
• Rebalancing of portfolio happens on dynamic basis 
• 1% exit load for redemption before 1 year to be charged only above 12% of units allotted 

This product is suitable for investors who are seeking*

• Capital appreciation over a long period of time.
• Investments in a dynamically managed portfolio of equity and equity related instruments, debt and money market instruments.
• Risk – Very High 

Aditya Birla Sun Life NASDAQ 100 FOF NFO

 

 

What it is?
An open-ended fund of fund investing in units of overseas ETFs and/or Index fund based on the NASDAQ-100 Index

Investment objective
To provide long-term capital appreciation by investing in units of overseas ETFs and/or Index Fund based on NASDAQ-100 Index

The NASDAQ-100 Index® enlists 100 of the top non-financial companies of the world including category defining companies that are leaders in tech-led innovation and disruption. Represents ‘new economy’ fast growing sectors and themes, with tech leading the way.

NFO Details

NEW FUND OFFER OPENS ON:          Friday, October 15, 2021 

NEW FUND OFFER CLOSES ON:        Friday, October 29, 2021 

SCHEME RE-OPENS ON:                     Within 5 business days from date of allotment

Why should you invest in Aditya Birla Sun Life NASDAQ 100 FOF?

• Portfolio exposure to global innovators and disruptors Invest in innovation and growth through global value creators of the NASDAQ-100 Index®
• Diversification across sectors and themes  Access to ‘new economy’ fast growing sectors and innovative, path breaking themes
• Low correlation to Indian equity market Has investing scale and themes largely unrepresented in Indian market
• Long term capital growth potential Innovation to drive growth over the long term for your portfolio.
• Currency depreciation Global investing to multiply value owing to currency depreciation.

This product is suitable for investors who are seeking:

• Long term capital appreciation
• Return that corresponds generally to the performance of the NASDAQ-100 Index, subject to tracking error