Invesco Sector PMS

Key Portfolio Attributes

Inception Date: 06th September, 2010

Number of Stocks: 15-25

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

The investment objective of the portfolio is to generate capital appreciation by investing in a portfolio which will identify and take exposure to select attractive sectors.

Portfolio Strategy

The portfolio would aim to identify and invest in sectors which are expected to exhibit to deliver higher returns. The portfolio will adopt a sector rotation approach, with not more than 4 – 5 sectors at all times. The portfolio would adopt a concentrated portfolio construction approach, with focus on growth or value style of investing depending on the market conditions and relative valuations. The portfolio will use both top down and bottom up investment approach for stock selection without any market capitalisation bias. The portfolio would normally invest in 15 – 25 stocks, with no single stock having more than 15% exposure of the portfolio value and no single sector having more than 40% exposure of the portfolio value at time of investment.

Do Not Simply Invest, Make Informed Decisions


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Do Not Simply Invest, Make Informed Decisions