Portfolio of businesses with well defined objective

Key Attributes

Inception Date: 18 Oct 2011

Number of Stocks: 15 - 20

Fund Manager Name: Mr. Mayur Shah

Fund Manager Qualification: Qualified MBA (Finance) from Mumbai University and Certified Financial Planner

Fund Manager Experience:

More than 12 years of rich experience in Investment advisory, Product Development and Portfolio Management. Working with Anand Rathi since 2007 across Portfolio Management and Private Client Group Equity Advisory. Started Career with “Kotak Securities Ltd” in 2005 as an Investment Advisor subsequently got into developing Equity products and running the same.

Investment Objective

The key objective is to deliver consistent return over the long term, from a portfolio of companies selected on basis of well defined objectives and good corporate track record.

Investment Strategy

  • Companies are selected on the basis of well defined objectives & good corporate track record.

Investment Philosophy

Concentrated portfolio of 15 – 20 stocks with 50%+ into large cap. Sectorally well diversified portfolio. Focus more on consistency of earnings by the company, asset light models and domestic play, strong businesses with higher ROE and better earnings visibility.


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