Mid Cap Biased Diversified Portfolio of Companies in their Growth Phase

Key Attributes

Inception Date: 8 May 2002

Number of Stocks: 18-20

Fund Manager Name: Amit Nadekar

Fund Manager Experience: Total Exp – 19 Years, With Alchemy – 13 Years

Fund Manager Qualification: CA and MBA from Jamnalal Bajaj Institute of Management Studies.

Investment Objective

The strategy aims at generating long-term returns by investing in equities across market capitalization but with a strong mid-cap bias.

Portfolio Strategy

1) A Multicap approach which allows flexibility in stock selection.

2) Diversified Portfolio which generally may consist of maximum 25 stock ideas with the option of being overweight in certain stocks.

3) A Mid Cap biased to take advantage of high growth due to scale up of business. Ensure a minimum 25% allocation to large-cap companies.

4) Investment Philosophy is Growth at a Reasonable Price.

5) Primarily evaluate stocks for the long term investment perspective to serves the twin objectives of reducing the impact of short-term volatility as well as helps capture a substantial part of the value accretion during the life cycle of a growth stock. Endeavor to seed the appropriate investment ideas and watch them grow.

Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

Do Not Simply Invest, Make Informed Decisions

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