Diversified Portfolio with Multiple Strategies to generate Steady Returns

Key Attributes

Inception Date: 20 Aug 2013

Number of Stocks: 20-25

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 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.


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