BSE 200
Apr 2024
NA
74010
The Investment Manager will focus on going long-on companies which have solid track record, high quality business, clean management, clear visibility of growth (over next 2-3 years) and decent/large undervaluation against comparable companies or their own history (because of any external or company specific short term reason) which is expected to time correct and provide high returns with low risk over medium term. Investment decisions would be market cap agnostic and quality focused. The Investment Manager will follow prudent sector allocation weights to minimize risk from over-dependence on one sector. The investment decisions would be guided by the principles of value, being applied to the companies exhibiting sustainable growth. The Investment Manager will focus on real cash flows and cash flow yields prior to selecting stocks for investments. The Fund may make Temporary Investments in liquid funds for a sizeable portion of Corpus during the phase of broad based high valuations.
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Investment Approach | Benchmark | |
---|---|---|
Since Inception | 2.10% | -1.50% |
1 Month | -7.00% | -7.80% |
3 Months | -10.40% | -12.20% |
6 Months | -5.70% | -16.00% |