Introduction
This product has been designed keeping in mind India’s Boom Theme for next trillion dollar opportunity ie.Consumption Boom, Savings Boom, Corporate Profit Boom and Investments Boom. The Strategy aims to invest in companies beniffiting from the “domestic” growth of the economy.
Objective
The Strategy aims to generate long term capital appreciation by creating a focused portfolio of high growth stocks having the potential to grow more than the nominal GDP for next 5-7 years across market capitalization and which are available at reasonable market prices
Characterstics
- Investment Style & Timing: Buy Growth Stocks across Market capitalizations which have the potential to grow at 1.5 times the nominal GDP for next 5-7 years
- Buy & Hold strategy, leading to low to medium churn thereby enhancing post-tax Returns
- Allocations - Market capitalization: Large Caps: 50%-100%, Mid & Small Caps: 0%-50%
- No. of Stocks: Concentrated portfolio of 10 to 14 stocks:Scrip Allocation: Not more than 10%-15% in a single stock. Sector Allocation Limit: 30%in a sector
Philosophy
The formula to achieve the objective of the strategy is to find:
- Winner Categories = Sectors that will participate in India’s growth+Scalability
- Category Winners = Winning Categories+Entry Barriers+Great Management
- Great Investments = Category Winners+Reasonable Valuation
Profile
Investors keen to generate wealth by participating in India growth story over a period of time
Tenure
Medium to Long Term (3 Years+)
Risk Return
