By Rajendra
Sep 14, 2022
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Scheme Analysis
When markets witness volatility, concentrated portfolio, where the fund manager is “Focused” only on picking winners, provides ample scope for above average returns.
Only few companies with quality management & strong earning tend to outperform the broader market over time.
Expertise of the fund manager & equity investment process is very critical in managing a focused portfolio that helps to identify such companies.
Large Cap – 10-15 stock with 50-70% weight
Mid Cap – 8-12 stocks with 20-30% weight
Small Cap – 0-10 stocks with 0-20% weight
Multicap portfolio strategy – no bias for sector calls
Focus on risk management on ongoing basis
Ability to perform in polarized as well as in normal market
Bottom-up stock selection using proprietary GEM investment approach
Spotting companies with scalable opportunities, competent management, strong corporate governance practice & balance sheet
Reliance L&T
Infosys Power Grid
TCS Greaves Cotton
HUL Avenue Supermart
Blue Dart ABB India
16.08
Vihang Naik
Oct 15, 2018