
NIFTY 500 TRI
Feb 2022
1,00,00,000
UNDISC
To create a focused portfolio on the principles of ‘Factor Investing’.The equity portfolio shall be constructed using a ‘Multi factor’ investment framework that seeks to capture the premia from the factors like ‘ Quality’, ‘Value’ and ‘Momentum’. ‘Moreover, the scheme shall take long/short positions in index derivatives to protect against steep downside events by following a cost-efficient hedging strategy.
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| Investment Approach | Benchmark | |
|---|---|---|
| Since Inception | 11.70% | 11.10% |
| 1 Month | -8.85% | -7.79% |
| 1 Year | -10.55% | -0.08% |
| 2 Year | 23.47% | 18.15% |
| 3 Months | -16.19% | -12.20% |
| 3 Year | 12.44% | 12.71% |
| 6 Months | -26.76% | -15.96% |