NJ AMPL Multicap Portfolio


Key Portfolio Attributes

Inception Date: 02nd April, 2016

Number of stocks: 25-35

Fund Manager Name: Rule Based Active Investing

Fund Manager Experience: NJ's Rule based investing is a proprietary model that has been developed inhouse through a credible funds management team with collective experience of over 50 plus years and an elaborate team of data scientists

Investment Objective

The Portfolio aims to deliver capital appreciation in long term from a diversified portfolio that predominantly invests in equity and equity related instruments across various market capitalization.

Portfolio Strategy

Rule Based Active Investing




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



Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 Aug 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