Signature
Portfolio

Objective

The portfolio aims to generate returns over medium to long term by investing in cherry picked stocks across Large, Mid and Small capitalization companies. The emphasis is to invest in a diversified portfolio of companies including emerging sectors and in turn around stories.

Portfolio Characteristics:
  • Multicap strategy with a mid-cap bias
  • Hold winners for long term and desert the looser
  • Focused portfolio of around 25 carefully chosen names
  • Combination of top-down & bottom-up approach
  • Focus on companies which are well managed and good balance-sheets
  • Lookout for emerging sectors and turn around stories
  • Disciplined investment approach with maximum allocation to a scrip at 10% and to a sector  at 35%
To know more, please fill in the details & we will get back to you.