Systematix Dynamic Investment Portfolio

    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


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