Dalal & Broacha Long Term Growth


Key Portfolio Attributes

Inception Date: 24 August 2007

Number of Stocks: 25

Fund Manager Name: Mr. Milind karmarkar & Mr. Nawaz Sarfaraz

Fund Manager Experience:

Mr. Milind is a Chartered Accountant and associated with the capital markets for the past 25 years. He has been the Head of Research of Dalal & Broacha's institutional research desk and has been managing money as a Fund Manager for Dalal & Broacha’s PMS for the last 12 years.

Mr. Nawaz is an engineer and MBA by qualification. He joined Dalal & Broacha from the Mutual Fund Industry. He was the Head of Research at IDBI Mutual Fund before joining us as an AFM (Asst. Fund Manager) in February 2019. He has an experience of 12 years in equities.

Fund Manager Qualification: Mr. Milind karmarkar has 25 years experience. & Mr. Nawaz Sarfaraz has 12 years experience

Investment Objective

To achieve long term growth by investing in companies and sectors that can reap the maximum benefits arising out of the India growth story driven by demographic dividend and increasing per capita income.

Portfolio Strategy

Invest in good businesses with decent management at reasonable prices




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-5.9%-3.8%-9.0%3.4%23.8%13.7%11.1%12.6%12.2%
Nifty 50-3.0%-1.2%-2.5%5.4%28.9%11.2%11.3%11.8%10.4%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %

Sector Allocation


Holding %
Auto 2.00
Logistics 2.00
Oil & Gas 2.00
Pipes 3.00
FMCG 5.00
Infrastructure 5.00
Pharma 14.00
Diversified 18.00
Financial Services 21.00
Consumer Discretionary 28.00

Market Cap Allocation


Allocations %
Large Cap 40.0
Mid Cap 40.0
Small Cap 15.0
Cash 5.0


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Sep 21.




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Do Not Simply Invest, Make Informed Decisions