ENAM India Core Equity Portfolio

Enam India Core Equity (EICE) Portfolio was launched in April 2001 as the flagship product of our fundamental equities platform. Since its inception, the portfolio has been managed by the Co-founder and Chief Investment Officer – Jiten Doshi.

Investment Objective: The investment objective of EICE is to generate capital appreciation through investments in equities with a long-term perspective.

EICE is a bespoke discretionary Portfolio Management Service (PMS) for our clients. The investments are managed on a ‘Separately Managed Account’ (SMA) platform, wherein we provide our clients with a customized portfolio.

EICE 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 clients on this platform are serviced by a team of highly experienced and dedicated relationship managers.

 

Performance Track Record

Notes:
1. Inception Date – April 01, 2001; Returns as on December 31, 2022
2. Composite returns are based on net of total fees and expenses
3. Returns > 1 year are annualised
4. Returns are based on TWRR method based on the aggregation of all the clients in the same strategy
5. Past performance is not indicative of future returns.
6. Performance data of Portfolio Manager and Investment Approach provided hereunder is not verified by SEBI

EICE is an actively managed long only strategy.

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ENAM India Core Equity Portfolio

Enam India Core Equity (EICE) Portfolio was launched in April 2001 as the flagship product of our fundamental equities platform. Since its inception, the portfolio has been managed by the Co-founder and Chief Investment Officer – Jiten Doshi.

Investment Objective: The investment objective of EICE is to generate capital appreciation through investments in equities with a long-term perspective.

EICE is a bespoke discretionary Portfolio Management Service (PMS) for our clients. The investments are managed on a ‘Separately Managed Account’ (SMA) platform, wherein we provide our clients with a customized portfolio.

EICE 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 clients on this platform are serviced by a team of highly experienced and dedicated relationship managers.

Enam India Core Equity Portfolio
Performance Track Record

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Notes:
1. Inception Date – April 01, 2001; Returns as on December 31, 2022
2. Composite returns are based on net of total fees and expenses
3. Returns > 1 year are annualised
4. Returns are based on TWRR method based on the aggregation of all the clients in the same strategy
5. Past performance is not indicative of future returns.
6. Performance data of Portfolio Manager and Investment Approach provided hereunder is not verified by SEBI