By Rajendra Sep 05, 2022
Invests dynamically in a combination of Equity & Debt instruments wherein the allocation between equity & debt.
Valuation –
-Trailing twelve month Price to Earnings Ratio
-Earnings Yield/G-Sec Yield Ratio
Macro Overlay –
Detailed assessment of macro factor growth, inflation, fiscal & monetary policy external environment
Positioning –
Positioning with the range is based on bottom up assessment of investment opportunities
Equity Portfolio –
Stock selection - quality, assessment, earning outlook, valuation
· Positioning across sector / Market Capitalization
· Risk mitigation through appropriate sizing of exposure
Equity Portfolio –
Stock selection based on troika of quality, assessment, earning outlook, valuation
Debt Portfolio –
· Spreads across credits/asset classes/ tenures
· Modulation of duration, based on interest rate view
To manage credit risk – safety, Liquidity & Returns
-SBI -ITC
-HDFC Bank -Infosys
-ICICI Bank -Reliance
-COAL -HDFC
-NTPC -L&T
No of Stock
Top10 Equity Holding
AUM
73
39.57%
46, 130 Cr
Period
1 Year
3 Year
5 Year
Returns
13.62%
15.31%
10.06%
Caption