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Kunvarji Multi Cap Fund


Key Portfolio Attributes

Inception Date: 16- Sep-2019

Number of Stocks: 21

Fund Manager Name: Ravi Diyora

Fund Manager Qualification:

Mr. Diyora is MBA Finance, Doctorate in Economics.

Fund Manager Experience:

Mr. Diyora has work experience of about 12 years related to Financial Research of various segments like equities, macro economy and commodities.

Investment Objective

The key objective of the Kunvarji Multicap Fund is to generate alpha as compared to S&P BSE 500 on a sustainable Risk-Adjusted Basis.

Investment Strategy

Fund Philosophy of Kunvarji Multicap fund is “MMM” (Meso, Macro, Micro). Kunvarji Multicap Fund follows the Qualitative & Quantitative Model that processes multiple years of P/L, BS, and cash flow data of companies resulting in the portfolio. The strategy strives for active alpha generation through investing in companies with rising relative growth and valuation. In Kunvarji Multicap Fund, we do Top-down Approach to Investing.

Investment Philosophy

Fund Philosophy of Kunvarji Multicap fund is “MMM” (Meso, Macro, Micro).




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS



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Disclaimer

#Returns as of 31 Oct 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Sep 21.




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Do Not Simply Invest, Make Informed Decisions