INVESCO India R.I.S.E

    Mid & Small Cap biased portfolio of companies expected to benefit from operating & financial leverage.

    Key Attributes

    Inception Date: 18 April 2016

    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 equity and equity related securities

    Portfolio Strategy

    • High conviction portfolio of 20 to 25 Stock Portfolio
    •     The portfolio comprises of companies which benefit from revival in economic growth
    •     The portfolio focuses on companies that benefit from R.I.S.E in consumer discretionary spending.
    •     The portfolio favors companies that benefit from operating and financial leverage.
    •     The portfolio also includes companies where dividend yield is attractive

    Investment Philosophy

    Portfolio of companies benefiting from recovery in demand, and rise in discretionary spending

    • R – Recovery in Demand & R.I.S.E in Discretionary Spending
    •     I – Idle Capacity – Potential for operating leverage & Interest cost to decline as financial leverage declines
    •     S – Superior Business models; healthy balance sheets & Suppressed Earnings; can spring back swiftly
    •     E – Earnings recovery on the back of operating, financial leverage & Expansion of Valuation can add to returns

    Process Driven Stock Selection Approach

    Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

    Do Not Simply Invest, Make Informed Decisions

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