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. Sameer Narayan

Fund Manager Experience: 20+ years

Fund Manager Qualification: MMS from NMIMS, Mumbai & B.E. in Production Engineering

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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