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| Home > Offerings > Equity Funds > IDFC Equity Fund |
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| Investment objective: |
| The investment objective of the scheme is to seek to generate capital growth from a portfolio of predominantly equity and equity related instruments(Including Equity derivatives). The scheme may also invest in debt and money market instruments to generate reasonable income. However there is no assurance that the investment objective of the scheme will be realized. |
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| Investment Strategy (in brief): |
| The term 'Enterprise' connotes
activity, venture, project or an
endeavour. The Scheme intends to invest in companies which are involved
in or are in the process
of setting up various business activites, ventures, projects or other
commercial endeavours. The
Scheme would invest in equities in the IPOs' subsequent public offers or
in the secondary market,
other equity related instruments (including derivatives), benefit out of
the cash and derivative
markets arbitrage, opportunity and invest the residual sums in debt and
money market
instruments. For details please refer to the Offer document.
The scheme will endeavour to generate capital appreciation through
investing in equities by
interalia adopting the mode of applying IPOs or subsequent public
offering made by companies, if
well-priced IPOs are not available the funds collected will be invested
in other investment avenues
such as index, cash futures arbitrage. Nifty spot futures arbitrage etc.
as per the investment
strategy of the scheme.
The Scheme will endeavour to generate capital appreciation through
investing in equities and
equity related instruments by inter alia adopting the mode of applying
for Initial Public Offerings
(IPOs) or subsequent public offerings made by companies. The Scheme
envisages to generate
reasonable returns by investing in such equities. The balance equity
allocations by the fund will be
closely in line with Nifty. However the fund will seek to take on some
deviation from Nifty by
making smaller allocations to a range of arbitrage strategies in the
equity and derivative markets. |
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| Investment style : |
| The Scheme endeavours to generate capital
appreciation through investing in
equities by inter alia adopting the mode of applying for IPOs or
subsequent public offering made
by companies. If well priced IPOs are not available the funds collected
may be invested in the index,
hence generating market return from the index and the alpha from the
premium on listing of IPOs. |
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