To generate long-term capital growth through investment in well-researched stocks
Multi Cap Portfolio of well researched companies meeting positive standards of environmental, social and governance responsibilities
Key Attributes
Inception Date: 11 July 2016
Number of Stocks: 23
Fund Manager Name: Ms Aparna Shankar
Fund Manager Experience: Total Exp – 29 Years, With SBI - 11 Years
Fund Manager Qualification: MBA Finance and PGDM focused in Treasury & Forex Mgmt from ICFAI University
Investment Objective
Portfolio Strategy
1. Investing in companies meeting positive standards of Environmental, Social, Governance responsibilities
2. Focus on niche business having conducive universe for multi-fold growth with longevity
3. Invest in companies which are dispropotionately high beneficiaries of Economic Growth
Investment Philosophy
Investing in companies as per ESG framework i.e. Meeting positive standards of Environmental, Social, Governance responsibility. Focuses on niche businesses having conducive universe for multi-fold growth with longevity. Invest in companies which are disproportionately high beneficiaries of Economic Growth.
• GOOD CORPORATE GOVERNANCE: Respecting the interests of all stakeholders
• SOCIAL RESPONSIBILITY: Company’s dealing with employees, customers and communities are cordial
• ENVIRONMENT FRIENDLY: Avoid Environment destructing businesses
Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION
Do Not Simply Invest, Make Informed Decisions
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