SOHUM INDIA OPPORTUNITIES FUND – Category III AIF


Key Portfolio Attributes

Fund Category: Category III AIF

Sub-Category: Long Only

Structure: Open Ended

Fund Tenure: NA

Fund Manager’s Name: Mr. Sanjay Parekh

Fund Manager’s Experience: 28 years (18 years as Fund Manager)

Fund Manager’s Qualification: Chartered Accountant

Investment Objective

The investment objective of Sohum India Opportunities Fund – Category III AIF is to create a portfolio of sustainable and reasonably valued businesses, following a GARP approach, with the aim to provide superior risk adjusted returns over the long term.

Investment Philosophy:

The investment philosophy of Sohum India Opportunities Fund- Category III AIF is to invest in business following GARP [Growth at Reasonable Price] style with an objective to provide risk adjusted return over long term.

Sohum India Opportunities Fund – Category III AIF is a long only fund, with at least 65% in large cap stocks, 10%-35% in Mid/Small cap stocks, Unlisted stocks (purely based on opportunities, have limit till 10% but do not plan to exceed 5% unless truly compelling opportunity).

Investment Strategy

The investment strategy of Sohum India Opportunities Fund- Category III AIF is to provide risk adjusted returns. Our focus is as much on risk management as it is on delivering superior returns. Current strategy is based on GARP (Growth at reasonable price) and not on growth at any price. Valuations and correct entry point in each investee companies are very important factors in our decision-making process. We have delivered an alpha of more than 8% on CAGR basis which makes it ideal for investors who are looking for higher returns at lower risk.

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Do Not Simply Invest, Make Informed Decisions

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