Diversified Portfolio with Multiple Strategies to generate Steady Returns

Key Attributes

Inception Date: 20 Aug 2013

Number of Stocks: 20-25

Portfolio Manager's Name: Mr. Siddharth Vora

Portfolio Manager's Experience: Joined PL in 2016. At PL, he is the Fund Manager - PMS & Head - Quant Investment Strategies.

Portfolio Manager's Qualification: CA, CFA Charter Holder. Masters of Science Degree in Management for Business Excellence with a double diploma in World Politics from University of Warwick, United Kingdom. He is a SEBI registered Research Analyst and Investment Advisor.

Investment Objective

This strategy endeavours to generate steady returns in varying market conditions by following a disciplined, process-driven approach with reliance on rigorous fundamental research, judicious capital allocation across & within sectors, strict adherence to various risks like concentration risks, liquidity risks etc and vigilant monitoring. Our aim is to outperform the broader market in the long run. The portfolio provides capital appreciation by investing primarily in equity instruments. It strives to reflect the market sentiment keeping the portfolio well-diversified among companies across the market capitalization spectrum. Multi strategy is ideal for investors with a long-term horizon who want steady returns under varying market conditions without compromising on the high growth potential of the Indian economy. The focus of the strategy is on emerging themes with a combination of top-down and bottom-up approach in portfolio construction.

QUALITY, RISK, CONSISTENCY ANALYSIS

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