Satco Capital Markets

Satco Capital Markets Growth & Momentum


Key Attributes

Inception Date: 01 Jan 2012

Number of Stocks: 23

Fund Manager Name: Mr. Kaushik Dani

Fund Manager Qualification: MBA in Finance from Canadian School of Management and Graduation from Mumbai University

Fund Manager Experience: Veteran of the Indian capital markets with over 23 years of experience.

Investment Objective

SATCO Capital Markets Growth & Momentum strategy is a concentrated portfolio aiming at generating long term return.

Investment Strategy

Concentrated portfolio of maximum 25 stocks across market capitalization. Low churn portfolio, losses controlled by predetermined stop loss.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS



Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists




Disclaimer

#Returns as of 31 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Sep 21.




Related Investments

Do Not Simply Invest, Make Informed Decisions