Investing in well-established companies

Key Attributes

Inception Date: 12 Mar 2018

Number of Stocks: 15 - 20

Fund Manager Name: NJ - Quantitative Rules Based Investing

Fund Manager Qualification and Accolades:

Members of the investment committee are winners of CIO of the year and other awards

Fund Manager Experience:

Investment decisions are taken through the Quantitative Rules-Based Investing mechanism. This is governed by an investment committee and the cumulative experience of the team is 100 plus years of equity investing.

Investment Objective

The investment objective is to generate capital appreciation in the medium to long term by investing in well-established companies. The universe being Top 300 by Market cap.

Investment Strategy

Bluechip Portfolio

Investment Philosophy

At NJPMS, the core of the portfolio management is based on the rules
based investing. The investment strategy is summarized below:
 Identify strong companies based on parameters such as
Revenue Growth, ROCE, RoE, Free Cash Flow and Loan Book
 Companies should be part of the top 300 companies based on total
market capitalization
 Top 15 companies selected based on the above parameters
 Rebalancing will be done once a year*

Note: *Portfolio manager may rebalance the portfolio in other periods based on company-specific extraordinary situations.


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