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

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 30 June 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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