The portfolio aims to deliver returns by investing in Small & Mid cap ideas that are part of the next Trillion Dollar GDP growth opportunity

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.

Ø            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
Ø            Allocations - Market capitalization
Large Caps: 50%-100%
Mid & Small Caps: 0%-50%
Ø            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

The formula to achieve the objective of the strategy is to find
Ø            Winner Categories = Sectors that will participate in India’s growth+Scalability
Ø            Category Winners = Winning Categories+Entry Barriers+Great Management
Ø            Great Investments = Category Winners+Reasonable Valuation

Investors keen to generate wealth by participating in India growth story over a period of time

Medium to Long Term (3 Years+)