A Fund with Focus on select Small and Mid Cap companies post Market Correction to generate Alpha or Superior Returns

Key Attributes

Inception Date: 30th September 2020

Portfolio Manager’s Name: Mr. Dhiraj Sachdeva

Portfolio Manager’s Experience: Prior equity fund management experience includes ASK Investments and HDFC Bank. Delivered long term performance of 29% CAGR for 6 years for HSBC Mid & Small Cap Fund.

Portfolio Manager’s Qualification: Qualified CA from ICAI and a Cost & Management Accountant (CMA) from CMA Institute along with a Diploma in Foreign Trade Management (DEM) from Mumbai University.

Investment Objective

The portfolio seeks to create wealth over the long term by investing in the equity of sustainable growth businesses. The focus is on the superior quality of business in terms of cash flow capability, capital efficiency, enduring competitive advantage entry barriers and its ability to scale up to get the real benefit of the power of compounding.

Investment Strategy

  1. Focus on select small and mid-cap companies to generate alpha or superior returns.
  2. Emphasis will be stock specific based on management capability, business quality like size of opportunity, capital efficiency scalability etc. besides attractiveness of valuations.
  3. The aim is to get the real benefit of early mover advantage and power of compounding.


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