ITI Long Short Equity Fund


Key Portfolio Attributes

Mr. Rajesh Bhatia

Category of the Fund: CATEGORY - III

Fund Structure: Open Ended

Type: Long Short Equity Fund

Fund Manager Name: Mr.Rajesh Bhatia

Minimum Ticket Size: 1 CR

Fund Theme

Fund Objective
• To outperform the Nifty index over a full equity market cycle, while protecting downside during equity market downturns along the way; thus lowering volatility of performance & lowering risks
• Fund focus on long term capital appreciation

 

Fund Approach:
• Primarily a fundamental driven, stock-picking approach, both on the long and short side
• Each “stock-pick” on absolute return merit; contrast to index hugging
• Comprehensive, yet ever-evolving checklist to filter opportunities; a thinking framework
• Concurrently, tactical navigation of the portfolio across the market cycle; increasing risk exposure in undervalued/oversold markets & reducing risk exposures in overvalued/overbought markets



Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Do Not Simply Invest, Make Informed Decisions