Multicap Value Fund

Our investment objective is to maximize risk-adjusted returns for investors over the long term. At the core of our philosophy is the understanding that share price performance is intricately linked to the current and future profitability of companies. The Investment Committee employs a blend of time-tested quantitative and qualitative analyses to assess a company's business, the competence of its key personnel, market opportunities, and competitive advantage. We conduct a rigorous evaluation of each company's track record in wealth creation, risk management, and stakeholder value enhancement. Like skilled sailors, we chart our course based on the constellations of current and future profits, harnessing the winds of market opportunities to propel us forward.

Characteristics

  • Our portfolio comprises a diverse range of securities, primarily including listed equities in the Indian stock markets. We may occasionally invest in ETFs, bonds, short-term or long-term debt instruments, mutual funds, and government securities.

  • India's economic landscape presents immense growth potential, with a burgeoning demand for financial products and services. The Investment Committee strategically selects companies poised to capitalize on India's growth trajectory across market caps. We prioritize companies with proven track records, sound financial management practices, and minimal leverage. Our aim is to construct a concentrated portfolio of 15-20 stocks projected to outperform the country's nominal GDP growth by 3.5%.

  • Our investment process primarily focuses on direct investment in listed equities of companies listed on the NSE and BSE, leveraging in-depth research and analysis.

  • The portfolio predominantly comprises equity investments, constituting 100% of the allocation. However, in instances where equities are deemed overvalued, the Investment Committee may prudently allocate funds to debt mutual funds temporarily, aiming to optimize returns while awaiting favourable value investment opportunities.

  • Our investment approach prioritizes meticulous research, strategic allocation, and risk management. However, it's essential to acknowledge that all investments carry inherent risks. Market fluctuations, economic conditions, and unforeseen events may impact portfolio performance. Our commitment lies in actively monitoring and adapting our strategies to mitigate potential risks and capitalize on opportunities in evolving market conditions.