NJ AMPL Dynamic ETF Allocation Portfolio

The investment objective is to provide long-term capital appreciation with relatively lower volatility through a dynamically balanced portfolio of equity oriented ETFs and Debt schemes / Arbitrage funds are selected based on lower credit risk, vol- atility, exit charges, better tax efficiency

Dynamic ETF Allocation Portfolio

At NJPMS ,the core of the portfolio management is based on the rules
based investingThe proposed investment strategy is summarized below:  Optimise Returns through proper Asset Allocation of Equity and Debt asset classes from time to time  Selecting consistently better performing ETFs and debt mutual fund schemes  Lower credit risk, volatility, exit charges are important parameters on which debt schemes are selected; Equity Arbitrage Funds are considered as debt asset on account of their characteristics of low volatility low return and their structure