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About the Fund

Great companies in India, which have attained leadership position in their respective field of activity over the years, are characterized by one single denominator. They have not only contributed to the nation’s prosperity, but also multiplied their shareholders wealth manifold.

These time-tested and proven companies in India, have thrived and blossomed not only in the good times, but survived the bad times as well, which have made them the leaders that they are today.

Religare Business Leaders Fund endeavours to invest across leaders in the India Inc.

 
Portfolio Characteristics
Investment Universe: The fund will invest in companies which in our opinion are leaders in their respective industry or industry segment.
Investment Style: Blend of Growth and Value style of investing. The fund will invest across large cap and midcap companies.

Stock selection based on our matrix approach. Bottom up and top down approach to create a diversified portfolio of stocks.
Stock Universe: Top 3 companies in each sector. E.g. Banking sector – the investment universe may consist of HDFC Bank, ICICI Bank and SBI. Decision for investment would be based upon risk-reward payoff for each individual company in the particular sector.

Portfolio to comprise of 30 - 40 stocks.
No Cash Calls: The fund manager aims to remain fully invested at all times.
 
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Disclaimer: Disclaimer: This information alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. The stocks referred to here are for the purpose of explaining the concept of business leaders only and should not be construed as recommendations from Religare Asset Management Company Ltd. (Religare AMC)/ Religare Mutual Fund. The Fund may or may not have any present or future positions in these stocks. The readers should exercise due caution and/or seek independent professional advice before making any investment decision or entering into any financial obligation based on information, statement or opinion which is expressed herein. All opinions, figures, charts/graphs, estimates and data included in this presentation are as of this date and are subject to change without notice. The data used in this material is obtained by Religare AMC from the sources which it considers reliable. Neither Religare AMC, nor any person connected with it, accepts any liability arising from the use of this information. While utmost care has been exercised while preparing this document, Religare AMC does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. The recipient of this material should rely on their investigations and take their own professional advice. Risk Factors: All mutual funds and securities investments are subject to market risks and there can be no assurance that the objective of Scheme will be achieved. Investment in Mutual Fund units involve investment risks such as trading volumes, settlement risk, liquidity risk, default risk including the possible loss of capital. As with any investment in securities, the NAV of the units issued under Scheme may go up or down depending upon the factors and forces affecting the securities markets. Equity and equity related instruments by nature are volatile and prone to price fluctuations on a daily basis due to macro and micro economic factors. Past performance of the Sponsor and its affiliates / AMC / Mutual Fund and its Scheme(s) do not indicate the future performance of the Scheme of the Mutual Fund. There is no assurance or guarantee to unit holders as to the rate of dividend distribution nor that dividend will be paid regularly. Investors in the Scheme are not being offered any guaranteed / assured returns. Religare Business Leaders Fund, an open ended equity scheme, is only the name of the Scheme and does not in any manner indicate either the quality of the Scheme, its future prospects and returns. Read all scheme related documents carefully before investing. Terms of Issue: The units will be available for subscription and redemption on all Business days at applicable NAV, subject to applicable load. Statutory Details: Religare Mutual Fund has been set up as a trust sponsored by Religare Securities Ltd. (liability restricted to Rs. 1,50,000) with Religare Trustee Company Ltd. as the Trustee (Trustee under the Indian Trusts Act, 1882) and with Religare Asset Management Company Ltd. as the Investment Manager.
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