Multi-Cap Portfolio of Companies related to Emerging India Themes.

Key Attributes

Inception Date: 16 Jan 2018

Number of Stocks: 22-25

Fund Manager Name: Manish Sonthalia

Fund Manager Experience: Total Exp – 22 Years, With Motilal – 11 Years

Fund Manager Qualification: Bachelor Degree in Commerce (Hons), ICWAI, CS, MBA Finance, FCA

Fund Manager Qualification: He has authored a paper A Rising Consumer Class on Indian markets, published by the Global World Economic Forum in the year 2010.

Investment Objective

The investment objective of the Strategy is to achieve long term capital appreciation by primarily investing in equity & equity related across market capitalization.

Portfolio Strategy

  • The PMS Strategy invests in a high conviction concentrated portfolio of minimum 20 stocks
  • The portfolio is based on in-depth research leading to bottom-up stock picking with a view of equities from 3 – 4 years perspective
  • High Conviction portfolio which invests across market capitalization and will primarily focus on
    1. Consumer Discretionary – Beneficiary of Doubling of per Capita GDP
    2. Private Banks and NBFC – Play on Value Migration from Public sector to Private sector
    3. Agriculture – A Play on Rising Rural Income
    4. Affordable housing – Governments Focus on Housing for All by 2022
    5. GST Beneficiaries – Business Migration from Unorganized to Organized

Investment Philosophy

Investment philosophy is centered on 'Buy Right: Sit Tight‘ principle.

Q-G-L-P Demystified

Why ‘Buy Right : Sit Tight’ is significant?

• Real wealth is created by riding out bulk of the growth curve of quality companies and not by trading in and out in response to buy, sell and hold recommendations.

• This philosophy enables investor and manager alike to keep focus on the businesses they are holding rather than get distracted by movements in share prices

• An approach of buying high quality stocks and holding them for a long term wealth creation motive, results in drastic reduction of costs for the end investor.

• While BUY RIGHT is largely the role of the portfolio manager, SIT TIGHT calls for involvement from the portfolio manager as well as investor. This brings in greater accountability from the manager and at the same time calls for better involvement and understanding from investor resulting in better education for the latter.

• Long term multiplication of wealth is obtained only by holding on to the winners and deserting the losers.

Wealth Creators – Buy and Hold strategy

• BUY & HOLD strategy, leading low churn, lower costs and enhanced returns

• A business is prudently picked for investment after a thorough study of its underlying hidden long-term potential.

• “We don’t get paid for activity, just for being right. As to how long we’ll wait, we’ll wait indefinitely.” -Warren Buffett


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