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NJ Multicap Portfolio
Fund Snapshot
| Year of Inception | 2016 |
| Number of Stocks | 25-35 |
| Investment Horizon | Long Term |
| Investment Style | Rule Based Investing |
Investment Philosophy
OBJECTIVE & INVESTMENT APPROACH
The Portfolio aims to deliver capital appreciation in long term from a diversified portfolio that predominantly invests in equity and equity related instruments across various market capitalization
The proposed investment approach is as summarised below :
- Rule-based stock selection
- Focus on companies with superior momentum and volatility factors
- Flexible allocation to invest across market capitalisation
- Portfolio would be reviewed for re-balancing on a quarterly basis
Investment Style
NJ’s Rule based investing is a propreitary model that has been developed inhouse through a credible funds management team with collective experience of over 50 plus years and an elaborate team of data scientists
Unique Feature
Rules Based stock selection with superior Momentum and Volatility factors
