Mid Cap Focused Portfolio

Key Attributes

Inception Date: 24 Dec 2019

Number of Stocks: 18

Portfolio Manager’s Name: Mr. Rakesh Tarway

Portfolio Manager’s Qualification: Bachelor of Science in Chemistry from Institute Of Science - Banaras Hindu University

Portfolio Manager’s Experience: Mr. Tarway has 17 years of experience in equity markets as Analyst and Head of Research. Prior to joining, Motilal Oswal Asset Management Company Limited, he had worked as Head of Research for Reliance Securities Limited.

Investment Objective

Invest in quality businesses that are central to India growth story. Identify and participate in growth of these businesses over medium to long term. Practice Value Investing while making investment decisions.

Investment Philosophy

Midcap-oriented PMS Strategy seeking to primarily invest in stocks ranked 101-400 as per market capitalization. The Strategy aims to deliver superior returns by investing in stocks of India’s emerging businesses. It aims to predominantly invest in midcap stocks that can benefit from growth in earnings and re-rating of businesses. It aims to invest bottom-up by identifying high quality companies, having superior growth and sustainable competitive advantage


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