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


imageBook a call with our PMS AIF Specialists

Related Investment(s)

Do Not Simply Invest, Make Informed Decisions

Subscribe To Our Newsletter

By PMS AIF WORLD • Over 30,000 Subscribers

Stay informed with our latest updates. Subscribe to our newsletter for exclusive content, news, and valuable insights.

This will close in 0 seconds

This will close in 0 seconds