Plans


CONCEPT LEGEND

  • Type of Plan: Large Cap Equity Plan
  • Investment Objective: To generate long term capital appreciation from a portfolio of Large Cap equity. The investment portfolio for equity will be primarily drawn from the pool of top 100 BSE lndia listed Securities by Market Capitalization. This fund is typically less volatile and suited more for the first time investors.
  • Asset Allocation Pattern: Minimum 60% in Large Cap And Rest 40% in Mid Cap/Small Cap Equity
  • Benchmark: BSE 200 Index
  • Risk Level: Moderate

    CONCEPT MARVEL

  • Type of Plan: Mid Cap Equity Plan
  • Investment Objective:To generate long term capital appreciation from a portfolio of Mid Cap/Small Cap equity. The investment portfolio for equity will be primarily drawn from the pool of companies except top 100 BSE lndia listed Securities by Market Capitalization. This fund is typically more volatile and suited more for experienced investors. These constitute of stocks from sunrise industry or can come up from our bottom-up approach of stock selection.
  • Asset Allocation Pattern: Minimum 60% in Mid Cap And Rest 40% in Large Cap Equity
  • Benchmark: BSE 200 Index
  • Risk Level: Moderate

*Ethnic Variants for Jains & Muslims available


    CONCEPT Dynamic Plan

  • Objective:To generate long term capital appreciation from a portfolio of Multi Cap oriented equity. The investment portfolio for equity will be primarily drawn from the pool of BSE lndia listed Securities based on predefined criteria. Investors can expect relatively high churning ratio in Portfolio over a time compare to other plans.
  • AI based Fund management Explained: Nowadays Artificial intelligence (AI) is advancing rapidly in virtually every industry. AI is changing the operating model for investment. From back office procedures to front office decisions, AI is becoming the preferred tool for gaining a competitive edge. Similarly, we know that Investing in equities is an art as well as science. So, we are closely monitoring all fundamental aspects through our art and we are witnessed it in our two portfolio LEGEND and MARVEL since 2009. So, now we have introduced DYNAMIC portfolio which is fusion of fundamental aspects and Artificial Intelligence. This AI will cover important quant parameters like; Net Profit Margin, Return on Equity, Debt/Equity Ratio, Free Cash Flows, return on Assets, ROCE and many more. We have entered in collaboration with US entity for AI and it will help us to increase our return prospects. We have done back testing of last five years and it has delivered impressive returns. It means human brain with technology is ready to do wonders in investing.
  • Asset Allocation Pattern: Multi Cap oriented Equity
  • Benchmark: BSE 200
  • Risk Level:Relatively High