The scheme aims to generate long-term capital growth from an actively managed portfolio of predominantly equity and equity related instruments. It would invest in small and medium size businesses with good long term potential, which are available at cheap valuations.
Mr. Bhaskar is a B.Com (H) and MBA(Finance) from Pune University.Mr. Mehta is a B.E (Mech.) and MBA (Finance). Prior to joining IDFC AMC, he was associated with UTI AMC (Apr. 2007-Jan. 2016), Sundaram AMC (Aug. 2003-Mar. 2007), Franklin Templeton AMC, Shriram Financial Services Ltd., Brisk Financial Services and Cross Borders Finance & Projects.Prior to joining IDFC Mutual Fund he was associated with Canara Robeco AMC Ltd. as Fund Manager, Sushil Financial Services Pvt. Ltd. (Mar 2010-Aug 2016) as VP - Institutional Equity Research, Latin Manharlal Securities Pvt. Ltd. (Nov 2006-Mar 2010) as Head of Research and K.M. Securities (Jun 2005-Oct 2006) as Equity Analyst.