- Product Offerings
- Thematic Portfolio
- Wellness Portfolio
PMS Wellness Portfolio
Investment Philosophy: A dynamic asset allocation sector portfolio which aims to provide long-term capital appreciation and generate returns by investing in all important segments of Wellness which primarily comprises of remedial wellness and preventive wellness. For defensive consideration the Portfolio may invest in debt and money market instruments.
Indicative Portfolio Composition
- Equity and equity related instruments to the tune of 0-100%.
- A focused portfolio of 15-20 ideas, agnostic to market capitalizations
- Debt, Money Market and Cash in the range of 0-100% through money market mutual fund scheme/s for temporary investment purpose
*The strategy described herein involves risk and there can be no assurance that specific objectives will be met under differing market conditions or cycles. The investment strategy and the composition of the portfolio as stated herein is only indicative in nature and is subject to change within the provisions of the disclosure document and client agreement without any prior notice to investors. Please refer to the disclosure document & client agreement for details and risk factors.
The Portfolio is suitable for investors:
- Seeking to enter equity markets with a positive view on Wellness primarily Preventive and Remedial wellness, through a concentrated portfolio of 15-20 stocks
- Having an investment horizon of 2-3 years
- Minimum Ticket Size
- Rs. 25 Lacs
- Investment Horizon
- 2-3 years from the date of inception
- Exit Load
- Amount Sought to be redeemed within 12 month-2% of the portfolio Value
- Fees and charges
- Please Refer Schedule II- CLIENT FEES & CHARGES