FREEDOM ETF PORTFOLIO

Freedom ETF Portfolio aims to generate long term capital appreciation through investments in equity oriented exchange traded funds, index funds, fund of funds and equity schemes whose underlying exposure includes Indian indices, foreign indices and foreign stocks. The strategy follows a rule based selection process and constructs a diversified portfolio of ETFs and index linked instruments tracking broad market benchmarks. Asset allocation allows eighty percent to one hundred percent exposure to equity oriented exchange traded funds, index funds, fund of funds and funds investing in foreign securities, while zero percent to twenty percent may be allocated to cash, debt oriented mutual funds, liquid funds and arbitrage funds to manage allocation flexibility. Portfolio construction is diversified across index exposures representing large cap, mid cap and next fifty segments through ETFs tracking indices such as Nifty 50, Nifty Midcap and Nifty Next 50 to capture broad market participation. The strategy focuses on systematic allocation to index based instruments rather than individual stock selection while enabling exposure to domestic and international equity markets through index linked vehicles. The approach emphasises diversification across indices and disciplined rule based portfolio construction using exchange traded funds and index strategies. Sector agnostic and market cap agnostic.