Dynamic Investment Portfolio follows Bottoms up strategy with a bias towards investing in mid sized businesses with a long term value investing approach focussing towards generating absolute returns over 3-5 years.
Midcap oriented strategy with long term value investing approach
Key Attributes
Inception Date:- 01-Apr-2018
Number of Stocks :- Max 20
Fund Manager Name: – Mr. Arpit Agrawal
Fund Manager Experience: Total Experience of more than 20 Years
Fund Manager Qualification:Bachelor’s Degree from Sydenham College of Commerce and Economics and a Chartered Accountant.
Investment Objective
Portfolio Strategy
Active Management .Concentrated portfolio of not more than 20 stocks . Bottom up stock picking . Moderate to high equity risk profile. Mid-Cap Oriented Strategy
Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION
Do Not Simply Invest, Make Informed Decisions
