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

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.

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

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