BSE 500
Sep 2017
10000000
69330
1) Fund aim to meaningfully outperform the BSE 500 annually while protecting downside. 2) Build a concentrated portfolio of 30-35 stocks with a market capital agnostic approach. 3) Identify sectors on a cusp of a multi-year up cycle, driven by macro themes like rising quality of life, jobs and consumption. 4) Focus on companies with improving competitive advantage, supported by proven track record. 5) Assess valuation re-rating potential, thereby offering favorable outcomes from risk-reward perspective. 6) Significant sponsor Contribution, well above statutory requirement.
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| Investment Approach | Benchmark | |
|---|---|---|
| Since Inception | 19.63% | 11.89% |
| 1 Month | -9.32% | -7.85% |
| 1 Year | 2.24% | -1.51% |
| 2 Year | 32.74% | 16.42% |
| 3 Months | -23.42% | -12.40% |
| 3 Year | 23.26% | 11.23% |
| 5 Year | 26.04% | 16.43% |
| 6 Months | -23.16% | -16.45% |
