Know Your Investment Approach
Growth Plus Value
null
19 July 2011
Launch Date
null
5-7 Years
Time Horizon
null
Higher
Volatility
null
Individual
Portfolio Construction
null
Monthly
Reporting
null
Yes
SIP Available
null
BSE 500 TRI
Benchmark
null
Jayant Mamania, Arpit Shah, Amit Doshi
Fund Managers
Key Features of the Portfolio
  • Managed by experienced team of CAs
  • Sector-agnostic, Bottom-up, Stock-specific portfolio
  • Holding period >15-18 quarters
  • Blend of Growth and Value Investing
  • No leverage
  • Fully invested at all times
  • 70% exposure to small-cap
  • 18-20 stocks
  • Max single stock weight 12%
  • Max single sector weight 20%
Know Your Investment Approach
Large & Midcap
null
03 July 2020
Launch Date
null
3-5 Years
Time Horizon
null
Moderate
Volatility
null
Model
Portfolio Construction
null
Monthly
Reporting
null
Yes
SIP Available
null
Top 250 Companies by Marketcap
Investment Basket
null
Jayant Mamania, Arpit Shah, Amit Doshi
Fund Managers
null
BSE 500 TRI
Benchmark
Key Features of the Portfolio
  • Managed by experienced team of CAs
  • Investing in only listed Indian Companies
  • No exposure to derivatives
  • Single Line of Business
  • Holding period >12-15 quarters
  • Blend of Growth and Value Investing
  • Focus on Multi Baggers
  • No leverage
  • Maximum single security exposure 12 %
  • Maximum Single Sector exposure 20 %