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- Thematic Portfolio
- Enterprising India Portfolio
Enterprising India Portfolio
(A Series under Focused Portfolio)
Investment Philosophy: A focused portfolio which endeavours to provide capital appreciation by investing in equity securities with a focus on Domestic Cyclical and Indian Manufacturing oriented businesses which are likely to benefit from the economic recovery.
The Portfolio Manager aims to follow a concentrated strategy targeting returns by investing in India growth story. The Portfolio Manager proposes to construct a focused portfolio of 15-20 stocks aiming to provide capital appreciation by taking meaningful exposure per stock. The Portfolio seeks to generate alpha by riding the dominant themes which are likely to benefit from economic cycle upturn. Further, the Portfolio aims for optimal diversification across sectors and agnostic to market capitalizations.
The Portfolio Manager aims to i) invest in stocks which are expected to benefit from the domestic cyclical theme and have potential to grow significantly over next few years; ii) Focus on companies with strong balance-sheets and available at reasonable prices.
The Portfolio Manager proposes to concentrate on business and economic fundamentals driven by in-depth research techniques. It will follow a balanced approach with top-down approach identifying trends and spot market anomalies; and bottom-up approach seeking to identify companies with potential for secular price performance.
Indicative Portfolio Construct:
- Flexi-cap with focus on Domestic Cyclical theme
- Concentration: Focused portfolio of 15-20 stocks.
- Sector Limit: 25% or sector weight in benchmark, whichever is higher. Blend of Bottom up and Top Down approach
- Portfolio Term
- Open- Ended
- Minimum Ticket Size
- Rs. 50 Lacs
- Investment Horizon
- 3 years since inception
- Benchmark Index^
- Nifty 50 Index