Emerging India Portfolio
Investment Objective
The objective of the Portfolio is to deliver superior returns by participating in India growth story through a focussed Portfolio of high growth emerging businesses that are existing / potential leaders in their field of operations. The Portfolio would endeavour to generate capital appreciation by investing primarily in mid cap and small cap stocks. The Portfolio may also have allocation to cash and Money Market Instruments/funds as an investment tool.
Benchmark and basis for choice of benchmark
S&P BSE 500 ; The Portfolio Manager would endeavour to generate capital appreciation by investing primarily in mid cap and small cap stocks. Hence, an equity benchmark will be an appropriate choice to compare the performance. The above mentioned benchmark is the most suitable amongst the benchmarks made available vide circular APMI/2022-23/02 dated March 23, 2023 & revised Annexure I received on 31st March 2023 issued by Association of Portfolio Managers in India.
Type of Securities
Portfolio will invest in listed equity and equity related instruments. The portfolio can have some exposure to debt instruments including Money Market Instruments, units of mutual fund, fixed deposits, or any other Securities as may be specified by SEBI from time to time.
Basis of Selection
Listed equity and equity related instruments will be selected basis the in-house proprietary research carried out by the portfolio management team, in accordance with investment objective of the Portfolio. Debt instruments will be typically used for temporary parking of Funds pending deployment in market wherein liquidity and safety will be the primary basis for selection.
Indicative investment horizon
Ideal investment horizon for any equity investment should be long term in nature for compounding to work for the Client. However, the indicative investment horizon for the portfolio should be at least 3 years.
Investment Style
- Mid Cap portfolio of high growth emerging businesses that are existing / potential leaders in their field of operations.
- Investments are made with a 3 year plus Buy & Hold view.
- Bottom-up stock picking resulting in a unique & Differentiated Portfolio.
Allocation
Equity & equity related instruments: 70%-100%
Debt instruments: 0%-30%
Portfolio Suitability
Investors seeking to investing Mid Cap portfolio with emerging businesses that are existing / potential leaders in their field of operations.
Top Ten Holdings #
| Security | % Assets |
|---|---|
| Timken India Ltd | 5.4% |
| Cholamandalam Investment and Finance Company Limited | 4.7% |
| Max Healthcare Institute Ltd | 4.2% |
| Coforge Ltd | 4.0% |
| NLC India Limited | 3.8% |
| PB Fintech Ltd | 3.3% |
| Motilal oswal financial services | 3.1% |
| Engineers India Ltd | 3.0% |
| BSE Limited | 2.6% |
| Supreme Industries Limited | 2.5% |
Portfolio Performance
| Period | Portfolio BSE 500 TRI | Nifty Midcap 100 TRI |
|---|---|---|
| 1 Month | 4.1% | 4.1% |
| 3 Months | 14.3% | 15.8% |
| 6 Months | 2.1% | 4.7% |
| 1 Year | 4.9% | 7.7% |
| 2 Years | 24.0% | 30.0% |
| 3 Years | 21.0% | 27.0% |
| 5 Years | 29.6% | 33.4% |
| Since inception date 07/04/2017 | 16.5% | 22.3% |
Sector Allocation
Investment Style
For the full strategy presentation, please contact us.