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- An open-ended equity scheme following a multi-factor based quantitative investment strategy.
- The objective of the scheme is to generate long term capital appreciation by investing in equity and equity related instruments based on multi-factor quantitative investment strategy. There is no assurance that the investment objective of the Scheme will be achieved.
How does the fund work?
- The fund invests minimum 80% to maixmum 100% in Equity and Equity related instruments.
- The fund could invest maximum 20% in Debt, money market instruments & cash & cash equivalent#*
#Money Market instruments include commercial papers, commercial bills, treasury bills, Triparty repo, Government securities having an unexpired maturity up to one year, call or notice money, certificate of deposit, and any other like instruments as specified under applicable regulations from time to time.
*Cash or cash equivalents with residual maturity of less than 91 days may be treated as not creating any exposure. SEBI vide letter dated November 3, 2021 has clarified that Cash Equivalent shall consist of Government Securities, T-Bills and Repo on Government Securities
The Quant model uses four primary factors: Quality, Value, Sentiment, and Alternatives. Each factor encompasses a wide range of sub-factors/metrics, some of which are proprietary and derived from rigorous research. These factors help in decision-making through multiple dimensions:
- Quality-Oriented Factor
- Profitability: Assessing the company's profitability.
- Balance Sheet: Evaluating the strength of the balance sheet from a debt quality perspective.
- Efficiency: Measuring the company's efficiency in asset utilization.
- Innovation: Analyzing the company's investment in innovation.
- Value-Oriented Factors:
- Value: Determining if the stock is undervalued relative to peers.
- Cash Flow: Assessing the availability of cash for dividends or reinvestment.
- Sentiment-Oriented Factor
- Earnings Growth: Reviewing the history and potential for earnings growth.
- Expectations: Monitoring analyst upgrades or downgrades and earnings surprises.
- Behavioral: Evaluating price momentum and trend reversals.
- Alternative Factors:
- Short Interest: Analyzing the increase in shorting interest in the company's futures.
The recommended investment horizon is “5 years or more”
Alternative To
Investments in Large, Mid and Small Cap Companies
Suitable For
Long Term Wealth Creation
Capital appreciation
NAVs & Other Details
Fund Managers
Arihant Jain
Managing this fund since 25/11/2025
View all funds managed by him/her View all funds managed by him/her Scheme Details
| Inception | 25/11/2025 |
| Benchmark(s) | |
| Entry Load | Nil |
| Exit Load | "In respect of each purchase of Units • Upto 10% of the Units may be redeemed without any exit load within 1 year from the date of allotment**. • Any redemption in excess of the above limit shall be subject to the following exit load: o 0.50 % - if redeemed on or before 1 year from the date of allotment o Nil - if redeemed after 1 year from the date of allotment. ** This condition is applicable on a yearly basis. In case of multiple transactions, Units will be redeemed on First In First Out (FIFO) basis the date of allotment of such units. If the limit is not availed during a year, it shall not be clubbed or carried forward to the next year. |
| AUM (Month end) | - |
| Minimum Investment/Multiples for Fresh Purchase (₹) | 5000/1 |
| Additional Investment/Multiples thereof (₹) | 1000/1 |
Managed funds by
Product Label and Riskometer as on October 31, 2025
This product is suitable for Investors who are seeking*:
- Long term capital appreciation.
- Investment in equity and equity related instruments based on a Multi-Factor Quant model
The risk of the scheme is Very High risk.
*Investors should consult their financial distributors if in doubt about whether the product is suitable for them.
The risk of the benchmark is Very High risk
Riskometer of Benchmark:BSE 200 TRI
Disclaimers
IDCW - Income Distribution cum Capital Withdrawal
**The information given here is neither a complete disclosure of every material fact of Income-tax Act 1961 nor does it constitute tax or legal advice. Investors are requested to review the scheme documents carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
Past performance may or may not be sustained in the future.
SIP returns are assuming investment made on first business day of every month and not disclosed for closed-end funds. Returns greater than 1 year period are compounded annualized. For liquid funds, the less than 1 year returns are simple annualized. Load has not been taken into consideration. Performance of dividend plan / option would be at the gross rates. Dividends are assumed to be reinvested and Bonus is adjusted. For equity oriented funds, additional benchmark chosen is Nifty 50. Given the asset allocation, hybrid fund performance are not comparable with pure equity/debt fund performance and that of Additional Benchmarks.
The income distribution cum capital withdrawal (IDCW) payout post 1st April 2020 shall be subject to tax deducted at source i.e. TDS, as applicable.
