Lotus India MF plans to launch Lotus India AGILE Fund Series I and it is a close-ended equity scheme with maturity of 5 years. The investment objective of the scheme is to generate capital appreciation through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation by investing in a passive portfolio of stocks selected from the industry Leaders on the basis of a mathematical model.
Asset Allocation: The fund would invest 90% - 100 % in equity and equity related instruments of domestic companies including derivatives exposure not exceeding 50% of the net assets of the scheme. The fund would invest 0% - 10% in debt and money market instruments. The investment in securitised debt may be made to the extent of 10% of net assets of the scheme.
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