Why you should choose this fund? Demographics, premiumization and digitization to support long term consumption growth Ongoing policy push set to benefit the consumption theme among uncertain external environment Exposure to leading companies driving the consumption theme Historical long-term outperformance of Nifty India Consumption TRI vs. Nifty 50…
What is Kotak Services Fund ? Kotak Services Fund is an open-ended equity scheme following services theme. Key drivers of the Service sector Services drive over half of India’s GVA in FY’25 Source: Bloomberg, Investec Capital, data as of FY25. Details are as per latest data available. The stocks/sectors mentioned…
What is Quality Investing Like the finest coffee beans, quality businesses are carefully cultivated - rooted in strong fundamentals, supported by enduring competitive strengths, and built to navigate changing market environments over time. Quality Investing focuses on discipline, sound processes, and long-term viability over short-term results, guided by…
What are Financial Services? Financial Services are ecosystem that help people and businesses manage, grow and protect their money. Source: Motilal Oswal Internal. The sector mentioned herein are for general assessment purpose only and not a complete disclosure of every material fact. It should not be construed as…
ABOUT THE FUND: 1) The Scheme would invest in stocks constituting the Nifty India Infrastructure & Logistics Index in the similar proportion (weightage) as in the Index and endeavour to track the benchmark index. 2) Scheme may also invest in debt and money market instruments, in compliance with…
About the fund Investment Objective The investment objective of the scheme is to generate long-term capital appreciation by investing predominantly in equity and equity related securities with a focus on companies engaged in financial services sectors. However, there is no assurance that the investment objective of the scheme…
Consumption Landscape in India (source: mf.whiteoakamc.com) Why Consumption Fund? Source: White Oak, For illustrative purposes only Historical Long Term Track Record Consumption Theme vs. Broader Equity Market Index Performance Since Jan'06 to Dec'25 (% CAGR) Since Inception of Nifty India Consumption TRI Nifty India Consumption TRI 14.7% Nifty…
What is Shriram Money Market Fund? Shriram Money Market Fund (SMMF) is an open-ended debt scheme with an investment objective of generating regular income through investment in a portfolio comprising of money market instruments with residual maturity up to 1 year. (source: shriramamc.in) Why Shriram Money Market Fund…
Parag Parikh Large Cap Fund is a diversified large cap fund that seeks to provide broad exposure to India's top large-cap companies, with relatively low active share and a cost-conscious approach. It aims to mirror the Nifty 100 TRI's performance—efficiently and affordably. To optimize costs and achieve better…
DSP Nifty 500 Index Fund NFO Investment Objective: The investment objective of the Scheme is to generate returns that are commensurate with the performance of the Nifty 500 Index, subject to tracking error. There is no assurance that the investment objective of the Scheme will be achieved. DSP…
