Portfolio Type: Small & Mid Cap Portfolio of emerging industry leaders
Inception Date: 1 September 2015
Number of Stocks: 14
Fund Manager Name: Anil Sarin
Fund Manager Experience: Total Exp – 20 years
With Edelweiss – 4 Years
Fund Manager Qualification: MBA degree from the Institute of Management and Technology in Ghaziabad, and a Bachelors in commerce from Delhi University.
Investment Objective: To deliver superior risk-adjusted returns by investing in Small-Mid Cap companies which are mispriced and have strong earnings growth.
1) Invests in companies with consistent excellence by targeting steady growth in profits and cheap valuation
2) Invests in companies with corporate action related value unlocking possibilities, due to special situations
3) Invests in erstwhile winners who faltered, but are coming back now
4) Invests in emerging industry leaders
5) Invests leaders in relatively new industries
6) Invests in fast growing stocks