Portfolio Types: Diversified portfolio of best companies from sectors that stand to contribute most to next Trillion GDP Growth.
Inception Date: 5 Dec 2007
Number of Stocks: 26
Fund Manager Name: Manish Sonthalia
Fund Manager Experience: Total Exp – 22 Years
With Motilal – 11 Years
Fund Manager Qualification: Bachelor Degree in Commerce (Hons), ICWAI, CS, MBA Finance, FCA
Fund Manager Accolades: He has authored a paper A Rising Consumer Class on Indian markets, published by the Global World Economic Forum in the year 2010.
Investment Objective: Aims to deliver superior returns by investing in different multi-cap stocks of companies from sectors that can benefit from the Next Trillion-Dollar GDP growth.
Investment Strategy: Investment philosophy is centered on BUY RIGHT: SIT TIGHT principle.
Buy Right is represented by – (QLGP)
“Q” denotes the quality of the business and management
“G” denotes growth in earnings and sustained RoE
“L” denotes longevity of the competitive advantage or economic moat of the business
“P” denotes our approach of buying a good business for a fair price rather than buying a fair business for a good price
Buy and Hold: Strictly buy and hold and believe that picking the right business needs skill and holding onto these businesses to enable investors to benefit from the entire growth cycle needs even more skill.
Focus: High conviction portfolios with 25 to 30 stocks being our ideal number. We believe in adequate diversification but over-diversification results in diluting returns and add market risk.