SOHUM INDIA OPPORTUNITIES Investment Approach PMS


Key Portfolio Attributes

Inception Date: 4.10.2023

Number of Stocks: 35 stocks as Outer Limit

Portfolio Manager’s Name: Sanjay Parekh

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

Portfolio Manager’s Qualification: Chartered Accountant

Investment Objective

The investment objective of SOHUM INDIA OPPORTUNITIES Investment Approach PMS 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 Strategy

The investment strategy of SOHUM INDIA OPPORTUNITIES Investment Approach PMS 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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