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The Scheme is having exposure to Stock Futures (Short) against the above Equity Stocks and the Gross Exposure Derivatives is 67.89% of Net Assets.
Annual Scheme Recurring Expenses charged to Direct Plan will be restricted upto 1.80% ( Estimated p.a.) of daily net assets. Commission and distribution expenses will not be charged to the Direct Plan. The Total Recurring Expenses charged to Direct Plan under the Scheme will be lower by at least 28.00% vis-à-vis Existing Plan. Goods & Services Tax on investment and advisory fees will be in addition to maximum limit as mentioned above.
Amit has over 22 years’ experience in equity research and currently serves as Director & Head of Equities at Invesco, where he is responsible for providing leadership to the equity investment function. In his last assignment, Amit was working with HDFC Asset Management Company Ltd., as Senior Fund Manager. Prior to joining HDFC AMC, Amit has worked with Invesco for almost 18 years managing key investment strategies, DBS Cholamandalam Mutual Fund & Fidelity covering banking, property, and construction sectors. Amit holds a Commerce degree and is a Chartered Accountant. He is also a Chartered Financial Analyst from AIMR.
Aditya has over 19 years’ of experience in the equities market and currently works with Invesco as Fund Manager - Equity with effect from 1st November 2023. In his last assignment before joining Invesco, Aditya was working with Motilal Oswal Asset Management India Company Ltd. as Fund Manager where he was responsible for managing Equity Funds at the firm. In the past, he has also worked with companies like HSBC Asset Management (India) Pvt. Ltd., SBI Funds Management Ltd., and Morgan Stanley Advantage Services. Aditya holds a Bachelor’s in Commerce from St. Xavier’s College, Kolkata University and a PGDM degree from Indian Institute of Management, Lucknow.
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