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Growth Fund Portfolio

The Growth Fund is an aggressive fund for investors with a higher risk/reward profile who are able to hold investments for longer periods of time. The objective of the investment strategy and product is to maximize long term capital growth through greater emphasis on capital gains, while at the same time minimizing high levels of volatility in asset value.

Allocation Strategy

  • (80-90) % Equity
    • {Companies with High Growth Potential along with other high-quality stocks with high risk and good compounding potential}
  • (10-20) % Fixed Instrument

Minimum Investment: NPR. 3, 00,000

The Client has the option to transfer securities in their possession to the Portfolio Manager as part of the minimum amount of investment required. The closing price of the securities on the latest trading day will be used to determine the value of the securities accepted by the portfolio manager. The Portfolio Manager maintains the right to accept or reject the assets that the Client desires to transfer.

Target Return - Ranging between 15 to 20 percent.

Performance Fee above hurdle rate: 10%

Lock-in Period – 3 Years

Hurdle Rate – 10%

Exit Fee – 1%

S.No

Range

Asset Management Fee (%)

1

Up to 50 Lakhs

1.50%

2

Up to 1 Crore

1.25%

3

Above 1 Crore

Negotiable