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Varanium Large Cap Focused Portfolio


Key Portfolio Attributes

Date of Inception: 01 Nov 2017

Fund Manager Name: T S Anantakrishnan

Fund Manager Experience: Over 25 years of experience in Portfolio and Risk Management across global asset management firm such as Goldman Sachs and Shumway Capital In India, his previous experience has been as a CEO of Religare Portfolio Managers, the PMS business of Religare Global Asset Management. Prior to which he headed Portfolio Management business for Prime Securities.

Fund Manager Qualification: MBA-NYU Stern, BE-IIT (Roorkee), CFA & FRM

Investment Objective

Seeks to participate in the potential of India’s growth story. The Portfolio manager invest in sustainable growth ideas through research driven selection of Indian equities. This product is suitable for investors seeking a high-quality focused portfolio of listed Indian Equity.

Investment Strategy

• Large cap, growth style oriented(i.e. 60-100% of the portfolio)

• Top-down theme/ sector selection

• Bottoms-up stock picking

• Focused portfolio of 15-20 stocks

• Aim to build meaningful exposure in high conviction ideas

• Single stock exposure- below 10% at the time of initiation




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS



Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Sep 21.




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