Portfolio Type: Large Cap biased diversified portfolio of companies expected to benefit from a cyclical recovery.

Inception Date: 28 August 2017

Number of Stocks: 21

Fund Manager Name: Amit Nigam

Fund Manager Experience: Total Exp – 17 Years
With Invesco – 8 Months

Fund Manager Qualification: Mechanical Engineering Degree from Indian Institute of Technology Roorkee and a PGDBM from Indian Institute of Management, Indore.

Investment Objective: To generate capital appreciation by investing in companies available at reasonable valuations.

Investment Strategy:

DAWN: D – Demand Recovery across cyclical & consumer discretionary sectors
A – Attractive valuation to provide a margin of safety.
W – Winning companies on the cusp of a new demand cycle leading to operating & financial leverage efficiencies.
N – New credit & investment cycle to provide a boost to earnings recovery

1) Exposure to sectors and stocks which are expected to benefit from the revival in a cyclical recovery.

2) Emphasis on mean reversion & value style.

3) High impetus on companies with quality business models & management.

4) Allocation to companies which exhibit operating & financial leverage.

5) Bottom-up stock picking approach without bias towards market cap or sector.