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Systematic Investment Scheme (PMS Scheme) 

Systematic factor model-based investing:

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  • An alternative equity product that

    • follows a systematic approach to equity investing,

    • uses a multi-factor model that focuses on factors like Quality, Value, Momentum, etc.

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  • Targets outperforming Benchmark by 5-7% p.a. Gross IRR with

  • 10-year audited live track record of generating consistent alpha,

  • Fund manager with an experience spanning more than 25 years across diverse asset classes

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Offering aims to generate

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Equity Investment Process Flow

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System-driven Factor Portfolio

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Key Highlights for Systematic Equity Fund

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Investing Directly vs Systematic Equity Fund

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*Disclosure Document*

*Disclosure Document Co-invest*

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