The fund has a focussed approach to investing in leaders or potential
leaders that are likely to benefit directly or indirectly from domestic
consumption led demand. It is well diversified across key segments
like Consumer Non-Durables, Media & Entertainment, Automobile,
Healthcare Services, Pharmaceuticals, etc., driven by relative
attractiveness of Opportunities and Valuations. The fund has a flexi
cap structure, allowing it to participate across market caps. Strong
business model that allows for good ROE generation will be the
primary basis for investment. Businesses with focus on sustainable
profitable growth will be the core components of the investment
universe.