Investment Approach

  • RAF Fund (Rise After Fall) Style: The Fund shall identify and invest in sectors and companies which are expected to recover fastest and benefit in next few years from the current market fall due to the present pandemic situation.Fund invests in companies and selected sectors across capitalization with a large cap bias. The fund shall select sectors and a concentrated portfolio of about 25 companies with well-defined parameters on every sectors / companies in the portfolio.

  • Multicap Fund: Fund will focus in investing in new emerging sectors and companies across capitalization which can potentially multiply 2.5x and contribute to making India a $5 Trillion Economy by 2024. $5 Trillion Fund aims for absolute returns over a 2-3 year investment horizon. The risk of investing, includes capital loss, however diversification across sectors lowers the risk to deliver risk adjusted returns

  • SMF Fund Style: Portfolio: Invests majority in SMF, and the balance in other sectors. 3 year investment horizon, multi-cap. Fund aims for high absolute returns vs. index and carries high risk of investing including capital loss.
  • High Alpha Fund Style: The Fund has a 3 year investment horizon and aims to invest in stocks with a minimum 25% annual earnings growth or turnarounds. This concentrated fund is aimed to deliver high absolute returns vs. the index and thus carries high risk of investing including capital loss.