Artificial Intelligence driven algorithm based Mid-Small Cap Portfolio

Key Attributes

Inception Date: 10 October 2011

Number of Stocks: 25-35

CEO: Dr Naresh Gupta

Co-Founder & CIO: Mr Raman Nagpal

Portfolio Manager’s Experience: Dr. Naresh Chand: Total Exp – 29 Years Raman Nagpal: Total Exp – 24 Years. Founded AccuraCap in 2009

Portfolio Manager’s Qualification: Dr. Naresh: Computer Scientist, and a prolific Researcher, Gold medalist from IIT-Kanpur and a Ph.D. from the University of Maryland. Raman Nagpal: Bachelor’s in Computer Science from Delhi Institute of Technology, Master’s in Computer Science from BITS Pilani. Master’s in International Business and CFA, Certified Corporate Director from INSEAD Business School.

Investment Objective

To invest in a diversified portfolio of only high-quality companies in Mid Cap.

Portfolio Strategy

Selection is based on fundamental and technical parameters using a proprietary artificial intelligence-based algorithm developed over 10 years. Investment Universe is 101 to 500 companies as per market capitalization.

For stocks finally selected in the portfolio, comprehensive valuation analysis is done on return metrics like long term earnings trend and other financial strength of balance sheet, as well as risk metrics like promoter level risk, business growth risk, solvency, and liquidity risk. Low churn is followed with an average holding period of 2 years. No short-term investments, derivatives or leverage and no participation in IPOs, and PSU stocks.

Don’t Just Invest. Make an Informed Decision.