The investment objective of the portfolio is to generate steady capital appreciation by investing in companies that are fundamentally strong and are available at attractive valuations.
Portfolio will aim to provide a fair balance between growth, safety and returns. The focus of this portfolio would be on identifying companies which exhibit above average earnings growth. It will follow a blend of growth and value style investing. The portfolio would employ bottom-up stock selection approach with a bias towards Large Cap stocks with an ability to take asset allocation calls based on market conditions and availability of suitable investments opportunities. The portfolio generally would comprise of 15 – 25 stocks, with sector allocation (at time of purchase) ranging between 25% – 200% of the sector weightage of defined benchmark Index.
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