ENAM India Diversified Equity Advantage Portfolio

ENAM India Diversified Equity Advantage Portfolio (EIDEA) was launched in May 2011, catering to the HNI focused distribution fraternity.

Investment Objective: The investment objective of EIDEA is to deliver strong absolute performance over a long time period, beating the benchmarks and peers and manage risk to preserve capital and value.

EIDEA is a product for distribution by channel partners wherein clients’ funds are invested on a separately managed account (SMA) basis. EIDEA clients benefit of having an individual and separate bank and demat account and services of our experienced channel marketing team. In addition, subject to the aggregation of purchases or sales for economies of scale, the brokerage account is at a pool level. The trades will be executed as aggregate and will be allocated to individual accounts after execution.

This is a long only, high conviction portfolio with approximately 20 stocks. The portfolio is constructed after reviewing high-quality, structurally well-positioned businesses with execution capability for consistent long-term growth, and acquiring the best of them at attractive valuations. Our prudent risk management measures ensure a well balanced portfolio aimed at delivering superior returns on a risk adjusted basis. We maintain ownership of these opportunities over the long-term to deliver consistent alpha to our clients.

ENAM India Diversified Equity Advantage Portfolio

ENAM India Diversified Equity Advantage Portfolio (EIDEA) was launched in May 2011, catering to the HNI focused distribution fraternity.

Investment Objective: The investment objective of EIDEA is to deliver strong absolute performance over a long time period, beating the benchmarks and peers and manage risk to preserve capital and value.

EIDEA is a product for distribution by channel partners wherein clients’ funds are invested on a separately managed account (SMA) basis. EIDEA clients benefit of having an individual and separate bank and demat account and services of our experienced channel marketing team. In addition, subject to the aggregation of purchases or sales for economies of scale, the brokerage account is at a pool level. The trades will be executed as aggregate and will be allocated to individual accounts after execution.

This is a long only, high conviction portfolio with approximately 20 stocks. The portfolio is constructed after reviewing high-quality, structurally well-positioned businesses with execution capability for consistent long-term growth, and acquiring the best of them at attractive valuations. Our prudent risk management measures ensure a well balanced portfolio aimed at delivering superior returns on a risk adjusted basis. We maintain ownership of these opportunities over the long-term to deliver consistent alpha to our clients.