Asset Class Listed equities and equity-related instruments
Geography India
Performance Objective
  • Generate capital appreciation through investments in equities with a long-term perspective
  • Deliver strong absolute returns to our clients over time, beating the benchmarks and peers
  • Manage risk to preserve capital and value
Investment Philosophy
  • Identify high-quality businesses that are structurally well-positioned, have sustainable competitive advantages and execution capability for consistent long-term growth
  • Invest at attractive valuations
  • Own them for long-term
  • Build a concentrated portfolio
Investment Approach Actively managed, fundamental research, long-only
Operational Structure
Segregated accounts for each portfolio client with a separate:
  • Bank account
  • Demat account and custody accounts
  • Brokerage account
  • Liquid mutual funds, if any
  • Dividends received from underlying stocks are reinvested
  • Product does not make intermediate payouts to investors
Portfolio Turnover Low
Benchmarks CNX 500
Cash limit 0-100%
Cash Management Fixed deposits, liquid mutual funds and ETFs
Socially Responsible Yes
Securities Lending Only in accordance with SEBI Securities Lending Scheme, 1997, subject to permission of the client
Currency Indian National Rupee (INR)
  • Ongoing
  • Minimum Initial Investment - INR 50 million
Redemption 30 days' notice