Prosperity Discovery Fund


Key Portfolio 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

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 29 Feb 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Related Investment(s)

Do Not Simply Invest, Make Informed Decisions

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