Invesco Caterpillar PMS


Key Portfolio Attributes

Inception Date: 26th June, 2006

Portfolio Manager's Name: Mr. Neelesh Dhamnaskar

Portfolio Manager's Experience: 17+ years

Portfolio Manager's Qualifications: Commerce degree and an MMS degree with specialization in Finance from Mumbai University

Investment Objective

To achieve capital appreciation over a long term by investing in a diversified portfolio.

Portfolio Strategy

Competitive advantages and industry attractiveness, Good quality management with sound corporate governance, Attractive returns on capital and adequate cash flow, Potential for Earning growth and P/E multiple expansion. Mid and Small Cap biased Portfolio of Emerging Businesses.

• Investments in fundamentally strong and high growth midcap and small cap companies
• Participate in companies with structural growth trends
• Participate in niche or emerging business areas
• Exploit overlooked investment opportunities, Benefit from both earning growth and P/E multiple expansion
• Bottom-up stock picking, High conviction portfolio

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Invesco Asset Management (I) Pvt Ltd Caterpillar-0.45%1.72%-2.37%-8.99%10.74%19.15%22.89%-12.02%
S&P BSE 500 TRI-0.24%5.02%1.63%7.63%11.64%16.40%16.82%-13.61%

Portfolio Holdings


Holding %

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 7.56
Mid Cap 27.64
Small Cap 59.84
Cash 4.96

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 Dec 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Do Not Simply Invest, Make Informed Decisions

Subscribe To Our Newsletter

By PMS AIF WORLD • Over 30,000 Subscribers

Stay informed about our exclusive analysis, reports, webinars and valuable insights.

This will close in 0 seconds

This will close in 0 seconds