Companies that are engaged in manufacturing activities.
Companies that are well placed to substitute India's imports by manufacturing locally.
Companies that may benefit from government's Make in India initiatives and production linked incentive (PLI) scheme.
Companies that export goods manufactured in India.
Companies that enable manufacturing of new age technology solutions in India and abroad.
The scheme will also review these investments from time to time and the Fund Manager may churn the portfolio to the extent considered beneficial to the investors.
Broad Sector Coverage
Diversified investments across various manufacturing sectors.
Balanced Selection Approach
Combines top-down and bottom-up methods for picking sectors and stocks
Growth and Value Blend
Integrates both growth and value investment strategies
Instruments | Indicative allocations (% of total assets) | |
---|---|---|
Minimum | Maximum | |
Equity and equity related instruments of companies following manufacturing theme | 80 | 100 |
Equity and equity related instruments of other than above companies | 0 | 20 |
Debt and Money market instruments | 0 | 20 |
Units issued by REITs and InvITs | 0 | 10 |
*SIP Start date shall be after re-opening date of the scheme
*Amounts under IDCW option can be distributed out of investors capital (equalization reserve), which is part of sale price that represents realized gains. For detailed disclosure on default plans and options, kindly refer Statement of Additional Information (SAI).
*Investors should consult their financial advisers if in doubt about whether the product is
suitable
for them.
#The above product labelling assigned during the New Fund Offer (NFO) is based on internal
assessment of the scheme
characteristics or model portfolio and the same may vary post NFO when the actual investments
are
made. The Benchmark
Riskometer is based on the evaluation of constituents of the Benchmark as on 31st August 2024.
Systematic Investment Plan (including SIP Pause*, SIP Step up Facility, Micro SIP)
Systematic Transfer Plan (Fixed Systematic Transfer Plan and Capital Appreciation STP facility)*
Systematic Withdrawal Plan*
Automatic withdrawal of Capital Appreciation*
*Available only during Ongoing Offer Period.
The investors will have an option to cancel the SIP, STP/SWP during the ongoing offer period, for details in this regard, please refer SAI.
Note: The SIP start date in case of NFO registration shall be after the scheme reopening date.
Facility to transfer Dividend (IDCW)
Auto Switch Facility*
Acceptance of Transactions through Online platforms viz.,
*Available only during New Fund Offer Period. For further details of above special products / facilities, kindly refer SAI.
Fund Documents