Systematic Investment Scheme (PMS Scheme)

Systematic factor model-based investing:

  • ​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.
  • 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

Offering aims to generate

Equity Investment Process Flow

System-driven Factor Portfolio

Key Highlights for Systematic Equity Fund

Investing Directly vs Systematic Equity Fund

*Disclosure Document*

*Disclosure Document Co-invest*