The objective of the PMS strategy is to generate long term capital growth by investing in a concentrated portfolio of large cap companies having sustainable performance. The strategy aims to outperform the benchmark using a combination of top-down and bottom-up approach for stock selection.
Outperform the benchmark using a combination of top-down and bottom-up approach
Key Attributes
Inception Date: 14 Feb 2012
Number of Stocks: 17
Fund Manager Name: Mr. Hemang Kapasi & Mr. Rohit Laungani
Fund Manager Qualification:
Mr. Hemang Kapasi-PGDBA
Mr. Rohit Laungani-Bachelor in Commerce
Fund Manager Experience:
Mr. Hemang Kapasi has 14 years
Mr. Rohit Laungani has 6 years
Investment Objective
Investment Strategy
A large-cap-oriented strategy that focuses on investing in high-quality companies with long-term sustainable growth, driven by dominant leadership positions in their respective segments. The strategy centres around delivering long-term superior risk-adjusted returns to investors and is positioned to be a core allocation in client portfolios.
Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION
Do Not Simply Invest, Make Informed Decisions
