Mutual Fund investment are subject to market risk, read offer documents
Spotting potential leader is Art, Bringing them together is a science.
Largest Tyre company - is midcap
Largest Industrial Bearing co - is midcap
Largest Apparel Co- is midcap
Largest Hotel Chain Co - is midcap
Largest QSR Chain company - is midcap
Large-Cap space many analysts cover the same stocks, which reduces the potential alpha generation
Space provides lots of alpha generation possibilities but with higher potential risks as well
Focus on Stock Selection
Outsized returns can be earned over time by investing in Great Businesses at Attractive Valuations
Attributes of Great Business
Superior returns on incremental capital
Strong execution & governance
Current price at a substantial discount to intrinsic value
Value excess returns on capital vs capital employed
Minimum Returns - 7.3%
Maximum returns - 23.3%
Average return - 14.6%
First Observation 1 July 2015
Investment in a diversified portfolio of equity securities of companies primarily selected from the mid-cap segment of the Indian markets
Open Date
Close Date
Min Investment
16 Aug 22
30 Aug 22
5,000
open ended equity scheme predominantly investing in mid-cap stocks
1%
Before 1 Month
Caption