Emerging India Portfolio

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    Investment Objective

    The objective of the Portfolio is to deliver superior returns by participating in India growth story through a focussed Portfolio of high growth emerging businesses that are existing / potential leaders in their field of operations. The Portfolio would endeavour to generate capital appreciation by investing primarily in mid cap and small cap stocks. The Portfolio may also have allocation to cash and Money Market Instruments/funds as an investment tool.

    Type Of Securities

    Portfolio will invest in listed equity and equity related instruments. The portfolio can have some exposure to debt instruments including Money Market Instruments, units of mutual fund including fixed deposits, or any other Securities as may be specified by SEBI from time to time.

    Basis of Selection

    Listed equity and equity related instruments will be selected basis the in-house proprietary research carried out by the portfolio management team, in accordance with investment objective of the Portfolio. Debt instruments will be typically used for temporary parking of funds pending deployment in market wherein liquidity and safety will bethe primary basis for selection.

    Allocation

    Equity & equity related instruments: 70%-100% | Debt instruments: 0-30%

    Benchmark and Basis for choice of Benchmark

    NIFTY Midcap 100; The Portfolio Manager would endeavour to generate capital appreciation by investing primarily in mid cap and small cap stocks. Hence benchmark of Nifty Midcap 100 index will be an appropriate choice to compare the performance.

    Indicative Investment Horizon

    Ideal investment horizon for any equity investment should be long term in nature for compounding to work for the Client. However, the indicative investment horizon for the portfolio should be at least 3 years.

Investment Style

• Mid Cap portfolio of high growth emerging businesses that are existing / potential leaders in their field of operations.
• Benchmark agnostic concentrated portfolio of our top 15 – 25 ideas
• Investments are made with a 3 year plus Buy & Hold view.
• Bottom-up stock picking resulting in a unique & Differentiated Portfolio

 

 

Sector Allocation (Top 10)

Top 10 Holdings

Security% Assets

 

Important Disclosures
  • Investors can directly invest / participate in the portfolio. Should the investor decide to invest directly, the investor should carefully read the entire disclosure document and other offerings documents prior to making an Investment.
  • The performance related information provided herein is not verified by SEBI.
  • The investors are requested to note that there is no material impact on investor portfolio, on account of alignment of PMS strategies as investment approach in line with new SEBI regulation.