Diversified Portfolio with Multiple Strategies to generate Steady Returns

Key Attributes

Inception Date: 20 Aug 2013

Number of Stocks: 20-25

Fund Manager Name: Mr Ajay Bodke

Fund Manager Experience: Total Exp - 18 Years, With Prabhhudas Lilladhar - 7 Years

Fund Manager Qualification: Masters in Financial Management & Masters in Business Administration from the Macquarie Graduate School of Business (Sydney) and Mechanical Engineering from the Government College of Engineering (Pune)

Fund Manager Accolades: He was ranked among India’s Top 10 Fund Managers by one of India’s leading financial newspapers in its first ever ratings of Fund Managers and was part of the Mutual Fund team recognized as ‘India’s Best Money Makers’ by a leading capital markets magazine. He conceived ‘Thought Leader Series’ in mid-2012 and continues to facilitate interactive sessions between India’s leading Opinion Makers from various domains like Macro-Economics & Foreign Exchange, Political Economy, Politics & Psephology, Geo-strategy & Defence, Banking & Infrastructure etc. and PL’s Top Institutional Clients when that domain has maximum salience from Market’s perspective

Investment Objective

To generate optimum returns by investing in growth-oriented stocks across sectors with a large cap bias. To devise strategies that may help outperform the broader market in the long run and provide capital appreciation.

Investment Philosophy

Endeavors is to generate steady returns in varying market conditions by adopting multiple strategies. The portfolio provides capital appreciation by investing primarily in long only equity instruments but also uses futures and options to hedge the portfolio. With Large caps at 60-70% and Mid caps at 30-40%, multi strategy is ideal for investors with a long-term horizon who want steady returns under varying market conditions without compromising on the high growth potential of the Indian economy.

Don’t Just Invest. Make an Informed Decision.