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
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 Ajay Bodke
Fund Manager Experience: Total Exp - 22+ Years, With Prabhhudas Lilladhar - 7 Years
Fund Manager Qualification: Masters in Financial Management & Masters in Business Administration from the Macquarie Graduate School of Business (Sydney) and Mechanical Engineering from the Government College of Engineering (Pune)
Fund Manager Accolades: He was ranked among India’s Top 10 Fund Managers by one of India’s leading financial newspapers in its first ever ratings of Fund Managers and was part of the Mutual Fund team recognized as ‘India’s Best Money Makers’ by a leading capital markets magazine. He conceived ‘Thought Leader Series’ in mid-2012 and continues to facilitate interactive sessions between India’s leading Opinion Makers from various domains like Macro-Economics & Foreign Exchange, Political Economy, Politics & Psephology, Geo-strategy & Defence, Banking & Infrastructure etc. and PL’s Top Institutional Clients when that domain has maximum salience from Market’s perspective
Investment Objective
Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION
Do Not Simply Invest, Make Informed Decisions
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