Large Cap biased diversified portfolio of companies expected to benefit from a cyclical recovery.

Key Attributes

Inception Date: 28 August 2017

Number of Stocks: 20-24

Fund Manager Name: Mr Amit Nigam

Fund Manager Experience: Total Exp – 17 Years, With Invesco – 1 Year

Fund Manager Qualification: Mechanical Engineering Degree from Indian Institute of Technology Roorkee and a PGDBM from Indian Institute of Management, Indore.

Investment Objective

To generate capital appreciation by investing in companies available at reasonable valuations.

Portfolio Strategy

• Portfolio of 20 – 25 companies
Focus on mean reversion & value style
Exposure to under owned companies
Focused strategy on earnings recovery
Good quality management with sound corporate governance

More about Investment Philosophy

Portfolio of attractively valued companies benefiting from demand recovery in cyclical and consumer discretionary sectors.

D – Demand recovery across cyclical & consumer discretionary sectors
• A – Attractive valuation to provide margin of safety
W – Winning companies on the cusp of a new demand cycle leading to operating W & financial leverage efficiencies
N – New credit & investment cycle to provide a boost to earnings recovery

Process Driven Stock Selection Approach

Don’t Just Invest. Make an Informed Decision.