- Product Offerings
- Core Portfolio
- PMS Large Cap
Large Cap Portfolio (A series under Diversified Portfolio)
Investment Philosophy: A diversified equity portfolio that endeavors to achieve long term predominantly in large-cap companies, which the Portfolio Manager has high conviction.
The Portfolio seeks to achieve capital appreciation through investments in Indian companies or sectors with potential for growth. The Portfolio predominantly invests in companies that tend to grow earnings at a fast pace and are reasonably priced.
The Portfolio aims to generate alpha by active sector rotation through a top-down approach. The top-down approach is used to identify key macroeconomic and sectoral themes and subsequently help identify stocks that will benefit from the same. The endeavour is to select the best stock/s in a sector than to diversify into many stocks confined to sectors.
The Portfolio intends to reduce concentration risk through diversification at the stock and sector levels. The Portfolio seeks to invest in large cap companies with a proven track record, quality management and good growth potential.
Indicative Portfolio Construct:
- Diversified Equity portfolio with a Large-cap Bias
- A focused portfolio of 20 – 25 ideas, sector agnostic
- Maximum exposure to a security – 10% of the Portfolio
- Maximum exposure to a sector – 25% of the Portfolio or +/- 7% from the sectorial weightage in the Benchmark Index whichever is higher
- Portfolio Term
- Open- Ended
- Minimum Ticket Size
- Rs. 25 Lacs
- Investment Horizon
- 3 years and above
- Benchmark Index
- S&P BSE 100