“Investment Objective:
Capture the growth potential of India’s top 250 large and mid-cap companies within a balanced portfolio.

Investment Rationale:
Higher Growth Potential: Indian large and midcap stocks are poised to grow significantly, driven by robust economic expansion and rising domestic consumption, offering higher returns compared to fixed income or developed market equities.
Diversification Benefits: Investing in these stocks provides exposure to India’s dynamic sectors like technology, infrastructure, and consumer goods, helping diversify risk beyond traditional asset classes.
Structural Long-Term Drivers: Factors such as demographic shifts, urbanization, and government reforms create a favorable environment for sustained growth in large and midcap equities through 2040, making them a compelling option for long-term wealth creation.

Investment Methodology:
1. The broad universe for securities comprises of listed companies within the NSE 500 Index and all ETFs, which are meticulously filtered qualitatively in accordance with the predefined investment objective and investment rationale.
2. Proprietary algorithms, advanced quantitative models, and technical analysis are applied to systematically identify securities with the highest likelihood of delivering superior returns.
3. These models, extensively validated across various asset classes and time horizons, incorporate customized proprietary indicators of momentum, volume, volatility, and trend, ensuring that portfolio construction is entirely driven by objective data and high-quality signals, free from biases, prejudices, or emotional influence.
4. The selection of securities and their respective weightings within the model portfolio is further optimized based on factors including the target portfolio size, ETF allocation, average daily trading turnover, available investment capital, rebalancing frequency, as well as the number of quantitative and technical criteria met by each security.”