The fund qualified to enter our rating system in November 2020 after completing three years since its launch. It had a five-star rating at the time, owing to its remarkable outperformance since inception among its flexi-cap peers. The management has been facing strong headwinds since the start of 2021, wherein, contrary to its philosophy, markets have favoured the value theme. The fund should make a comeback once the growth style of investing is back in vogue. Being a diversified equity fund focusing on quality, it is suitable to be a part of a long-term portfolio that aims to build wealth in the long run. Portfolio strategy and trends As per the scheme documents, the AMC's research process focuses on determining the "Fair value," or intrinsic worth of a company, to analyse stocks' growth potential, which should be greater than its benchmark. This helps the fund in determining its investing universe. The fund is sector agnostic and focuses on a bottom-up approach to investing in stocks at an inflection point, such as market share gain, industry consolidation, sunrise industries, improved management focus, and capital allocation or regulatory & policy change
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