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Emkay L.E.A.D PMS


Key Portfolio Attributes

Inception Date: 01 November 2018

Number of stocks : 20-25

Fund Manager Name: Raj Gala

Fund Manager Experience: 11 years

Fund Manager Qualification: MBA from Mumbai University

Investment Objective

Long Term Capital appreciation by investing Large and Mid Cap companies that have leadership position exhibited by strong moat , quality management and reasonable valuation.

Investment Philosophy

Follows proprietary stock evaluation module called E-Qual Risk. This module compares companies on a series of qualitative and quantitative aspects, offering a minimum required benchmark value for risk-adjusted returns. It offers this benchmark value for the entire spectrum of stocks – from large-caps to mid-caps to small-cap stocks. Built-in filters blacklist low quality / high risk companies from investment universe, thus minimizing risk for their investors’ portfolios. This module focuses on quality stocks that optimize the asset distribution for their clients’ portfolios.

Portfolio Strategy

Pure Bottom up buy and hold multi cap strategy of around 15 companies. Investing in companies that could benefit from value migration, domestic consumption.

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

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 Jan 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Mar 23.


Do Not Simply Invest, Make Informed Decisions

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