Direct Managed MF

Active and Passive( Direct MF based) Market cap and
sector rotation Asset allocation strategy

Fee Structure of Direct Plans:

Fees Hurdle Performance fees*
0.32% p.a. no variable fees - -
  • Mutual funds need no introduction . Seeking Regular MF investors to move to Direct MFs to save costs.
  • Timemap leads us into insight of risk: reward, thus dynamic asset allocation calls are taken primarily across debt, equity and gold as asset classes from a medium term market trend perspective
  • Based on TimeMap and PriceBridge proprietary quantitative models exposure management and rotation is done based on risk reward opportunity across market cap and sectors
  • Across an entire market cycle objective is to reduce risk and deliver risk adjusted market returns