Portfolio Type: Mid Cap biased portfolio of companies with rising relative growth and valuation
Inception Date: 27 March 2012
Number of Stocks: 25
Fund Manager Name: Shailendra Kumar
Fund Manager Experience: Total Exp – 20 Years
Fund Manager Qualification: Holds Post-Graduate Degree from IIT, Delhi.
Investment Objective: The Key investment objective is to outperform S&P BSE 500. It is primarily done by managing the beta of the portfolio while adding alpha opportunistically based on a rigorous bottom up proprietary model.
Follows a proprietary Multi-Cap fundamental & Quantitative model that processes multiple years of P/L, BS and cash flow data of companies resulting in portfolio of India Story based Growth and Midcap biased stocks.
It identifies investments within a M (Momentum of earnings), C (Capital allocation strategy), Q (Qualitative Financial ratios) framework which looks at rising momentum in the fundamentals (not necessarily price)