Emkay Logo

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
Portfolio-4.5%-4.3%-6.1%1.8%17.6%8.5%--9.6%
BSE 200 -4.1%-1.2%-3.1%6.6%32.7%12.3%--12.9%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
Bajaj Finance Ltd. 10.34
Aarti Industries Ltd. 9.31
Infosys Ltd. 8.01
Divi's Laboratories Ltd. 7.99
HCL Technologies Ltd. 7.17
Top 5 Equity Holdings 42.82

Sector Allocation


Holding %
Abrasives 3.30
Insurance 5.30
FMCG 5.40
Consumer Durables 5.50
Oil & Gas 5.60
Gems & Jewellery 6.30
Pharma 8.00
Information Technology 12.70
Specialty Chemicals 17.30
Financial Services 27.40

Market Cap Allocation


Allocations %
Large Cap 77.6
Mid Cap 19.0
Small Cap 0.0
Cash 3.2


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists




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 Mar 22.




Related Investments

Do Not Simply Invest, Make Informed Decisions