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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