Fund Snapshot

Fund Overview

• Benchmark-agnostic diversified all-cap portfolio
• Fundamental research-based investing
• Large-cap allocation based on benchmark-agnostic top-down sector view with focus on stability
• Alpha from exposure to the broader market via companies having sustainable business and high ROEs
• Endeavor to generate alpha and wealth creation by investing with a 3-5 year holding period
• Differentiated Portfolio picked on a bottom-up basis and adhering to their "MEETS" Framework

Investment philosophy

Investment strategy focuses on the risk-reward equation, requiring expected returns to match the risk taken. It differentiates between a good company and a good stock, prioritising price and value. Opportunities are assessed individually, promoting agility beyond specific themes. The goal is to generate alpha, favouring growth companies expected to surpass market averages and targeting fundamentally underpriced mid-cap stocks with growth potential. Fundamental analysis through bottom-up research is key, valuing balance sheet indicators over hype. The approach includes contrarian investments, seeking early entry without following market trends across various sectors and caps.

Top 10 Holdings

• Max Financial Services Limited
• Aditya Birla Capital Limited
• HDFC Bank Limited
• Axis Bank Limited
• Sun Pharmaceutical Industries Limited
• Bharti Airtel PP Limited
• State Bank Of India
• Larsen & Toubro Limited
• IIFL Finance Limited
• HCL Technologies Limited

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