Diversified Portfolio with Multiple Strategies to generate Steady Returns

Key Attributes

Inception Date: 19 Aug 2013

Number of Stocks: 16 - 20

Fund Manager Name: Mr. Sandeep Jain

Fund Manager Experience: Total Experience: 27 years + with organisations like Ambit Capital, Morgan Stanley Private Wealth Management , India Nivesh etc.

Fund Manager Qualification: Management Graduate from Pune University

Fund Manager Accolades: Mr. Jain has wide body of experience across various leading organisations and has a natural knack for capital markets, he has held leadership roles in marquee organisations including Morgan Stanley Private Wealth Management. In his last stint he was the MD and CIO of IndiaNivesh.

Investment Objective

This strategy aims at investing and holding largely high growth stocks without any sector bias in securities across large, mid & small cap categories with an aim to generate superior returns over the long term. With mid cap allocation slightly higher as compared to large caps, this strategy is positioned for investors with moderate risk profile. EquiGrow strategy is ideal for investors with a mid to long-term horizon who want steady returns under varying market conditions without compromising on the high growth potential of the Indian economy


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