Investment Objective:
The QID India Portfolio’s objective is to generate capital appreciation in the long term by investing in units of mutual funds and all types of ETFs and any other instrument permitted by extant regulations from time to time.
Strategy:
Multi Asset
Indicative Tenure of Investment Horizon :
Description of types of Securities
- Equity, Debt & Commodity Mutual Fund Schemes & ETFs: 40 - 100%
- REITs & InvITs: - 0 – 5%
- Cash, Liquid Funds, Arbitrage Funds and other instruments: 0 - 60%
Allocation of the QID India Portfolio:
- Equity, Debt & Commodity Mutual Fund Schemes & ETFs: 40 - 100%
- REITs & InvITs: - 0 – 5% - Cash, Liquid Funds, Arbitrage Funds and other instruments: 0 - 60%
The performance would be benchmarked against
Benchmark - Crisil Multi Asset Index 3. The composition of the benchmark is such that it is most
suited for comparing performance of the portfolio. The Portfolio Manager reserves the right to
change the benchmark in future if another benchmark is better suited to the investment
objective of the Investment Approach.
Risks:
Under this investment approach investments are made in in units of mutual funds and ETFs and other instruments. At times, these may under-perform the benchmark and at times the portfolio may be exposed to high levels of volatility. For detailed risk factors please refer to the section on “Risk Factors”.
Appropriateness of the Benchmark:
The performance would be benchmarked against
Crisil Multi Asset Index 3. The composition of the benchmark is such that it is most
suited for comparing performance of the portfolio. The Portfolio Manager reserves the right to
change the benchmark in future if another benchmark is better suited to the investment
objective of the Investment Approach.