Prosperity Discovery Fund


Key Attributes

Inception Date: 7th December 2020

Number of Stocks: 20-25

Fund Manager Name: Mr. Vasudev Gupta

Fund Manager Experience: 7+ Years

Fund Manager Qualification: Masters degree in Innovation & Entrepreneurship from Imperial college London

Investment Objective

Wealth Creation for the investors by delivering superior risk-adjusted returns

Investment Strategy

Investing in companies demonstrating sustainable growth in top and bottom lines, strong Balance sheet, Low debt & a durable moat (Sustainable competitive advantage) around the business. A blend of value investing and growth at reasonable price philosophy.

Investment Philosophy

Investing in companies demonstrating sustainable growth in top and bottom lines, strong balance sheet, low debt & a durable moat (sustainable competitive advantage) around the business. Entry at bargain prices due to overcompensation of the markets to adverse events, undiscovered business value or a turn-around story. Exit when the company reaches fair valuation or if there is a change in the initial investment thesis. Investment in businesses run by highly ethical & competent professionals. Capital deployed between a duration of 2 to 3 months. This fund is suitable for aggressive equity investors with prior experience of investing in the stock market. An ideal investor in this fund should have an appetite for risk and a long-term investment horizon.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio0.9%-1.3%-0.8%16.9%----36.3%
Nifty 500-0.7%-0.9%-2.0%19.6%----23.4%



Portfolio Holdings


Holding %

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 41.4
Mid Cap 27.7
Small Cap 24.7
Cash 6.3

Disclaimer

#Returns as of 30 Apr 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.



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WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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