Our fundamental equities platform, Enam India Diversified Equity Advantage Portfolio (EIDEA) was launched in May 2011. On this platform we work with select high quality distribution and advisory partners.
The investment objective of EIDEA is to generate capital appreciation through investments in equities with a long-term perspective.
EIDEA is our bespoke discretionary Portfolio Management Service (PMS) for our clients acquired through our distribution and advisory partners. The investments are managed on a ‘Separately Managed Account’ (SMA) platform, wherein we provide our clients with a customized portfolio.
EIDEA is a long-only portfolio. We construct this as a high conviction concentrated portfolio of approximately 20 stocks. This portfolio is market cap and style agnostic and is constructed by investing in high-quality businesses at attractive valuations. These businesses are structurally well-positioned with sustainable competitive advantages and superior execution capability ensuring consistent long-term growth.
Our partners and their clients on this platform are serviced by a team of highly experienced and dedicated relationship managers.
Performance Track Record
Notes:
- Inception Date – May 30, 2011; Returns as on March 31, 2025.
- EIDEA returns are net of total fees and expenses and is based on aggregation of all the clients in the same strategy using TWRR method.
- Returns > 1 year are annualised.
- Benchmark: BSE 500 TRI.
- Past performance is not indicative of future returns.
- Performance data of Portfolio Manager and Investment Approach provided hereunder is not verified by SEBI
- Please note that performance of client portfolio may vary from that of other investors and that generated by the Investment Approach across all investors due to:
- the timing of inflows and outflows of funds; and
- differences in the portfolio composition because of restrictions and other constraints