Purnartha Vision PMS

The investment objective of Purnartha Vision Strategy is to generate long-term capital appreciation by investing in a sector-agnostic portfolio of high-growth companies. The strategy aims to outperform the benchmark S&P BSE 500 TRI by identifying structurally strong businesses with improving fundamentals, capable management, and scalable operations.

• Stock Universe: Midcap & Large-cap bias with a well-researched selection of 15–20 stocks

• Portfolio Philosophy: Focus on growth companies across sectors such as Capital Goods, Consumer Services, and Healthcare

• Risk Management: Low portfolio churn with consistent evaluation of stock weightages

• Framework: Bottom-up approach targeting businesses with sustainable earnings, margin expansion, and improving return ratios

• Cash Allocation: Cash & equivalents allocation of ~9.6% allows tactical rebalancing during volatility