The objective of this strategy is to generate moderate capital appreciation with relatively lower risk over the long term.
Stability of a Blue Chip Portfolio
Key Attributes
Inception Date: 1st oct 2011
Number of Stocks : 25 - 35
Fund Manager Name: Danesh Mistry & Surjit Singh Arora
Fund Manager Experience: Danesh Mistry : 17+ years of experience in fund management , equity research and investment banking. Graduate in Bcom from University of Mumbai and PG Diploma in business admin from IES CCDC
Fund Manager Experience: Surjit Singh Arora : 13+ years experience in equity research and fund management . He has done his Bachelors in Management studies from Sydenham Institute and Masters in Management Studies in Finance.
Investment Objective
Investment Philosophy
Portfolio will be managed in a conservative fashion and will be diversified across various sectors of the Indian economy through bottom Up stock picking approach
Portfolio Strategy
- Portfolio would be large- cap oriented portfolio with mid-cap upto 30% of the portfolio.
- It will be managed in a conservative fashion and will be diversified across various sectors of the Indian economy.
- Generate moderate capital appreciation with relatively lower risk over the long term.
- Combination of Large Cap & Mid Cap
- Portfolio risk diversified across ~ 25-35 stocks
Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION
Do Not Simply Invest, Make Informed Decisions
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