ASK Growth Portfolio

Key Attributes

Inception Date: 29th January, 2001

Fund Manager Name: Mr. Chetan Thacker

Fund Manager Experience: 11+ years

Fund Manager Qualification: CFA from ICFAI and PGDBM from NMIMS

Investment Objective

To provide medium to long-term returns, by seeking to buy growth at value prices from a diversified portfolio of Indian equities with favorable long term prospects. It is ideal for investors who would like to participate in India’s growth opportunity. The two core objectives of this fund are: Capital Preservation over a period of time and Capital Appreciation over a period of time.

Portfolio Strategy

The fund aims to build a portfolio of investments predominantly into businesses representing a large size of opportunity. The investment approach of 20 businesses is into high quality businesses with superior management pedigree- Businesses with high ROCE (> 25%) with superior future earnings growth (> 15%) at the time of 1st purchase of stock. Apart from this, the four key investment attributes are: Size of the opportunity, Quality of business, Earnings Growth, and Value. Good Management is an attribute which is a given constant.

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