Pre-dominantly midcap-cap Portfolio

Key Attributes

Inception Date: 01 April 2006

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

The objective of this portfolio is to generate capital appreciation with relatively higher risk over the long term.

Investment Philosophy

Pre-dominantly midcap-cap stocks. Mid cap stocks are under-researched and so under owned as compared to large cap stocks. Stock selection would be based on various valuation parameters and the attempt is to invest in stocks which are available at reasonable valuation with higher growth visibility

Portfolio Strategy

  1. Combination of valuation & growth visibility
  2. Endeavor to capture the opportunity of alpha opportunity.
  3. Generate capital appreciation with relatively higher risk over the long term
  4. Portfolio risk diversified across ~ 25-35 stocks


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