FREEDOM PORTFOLIO

Freedom Portfolio aims to generate capital appreciation in the long term 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 framework and constructs a diversified portfolio using exchange traded funds and index linked investment vehicles rather than individual stock selection. 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 for allocation flexibility. Portfolio construction is diversified across index exposures representing broad market segments including large cap, mid cap and next fifty indices through ETFs tracking benchmarks such as Nifty 50, Nifty Midcap and Nifty Next 50. The investment approach enables participation in domestic and international equity markets through index based instruments while maintaining diversification across indices and geographies. The strategy emphasises systematic allocation to index based instruments and disciplined portfolio construction through exchange traded funds and index funds rather than active stock picking. Sector agnostic and market cap agnostic.