Alpha Equity

This is Description

  • 2.5L

    Min Investment

  • 2.5%

    Return (SI CAGR)

  • 10

    No. of Stocks

  • 20

    Average MCap

  • 2.5% Annually

    Advisory Fees
High Inception Date: April 01, 2020
  • This is Test

Holdings

  • 36.79 Tata Steel
  • 35.04 St Bk of India
  • 11.83 B H E L
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Market Capital

  • %

    Small Cap

  • %

    Mid Cap

  • Large Cap

Sector Allocation

Work Experience

26 Years

YEARS
Work Experience

26 Years

YEARS

Advisor

Pankaj Murarka

Mr. Pankaj Murarka has over 26 years of experience in Equity Research & Fund Management with credible track record of performance over his professional career. He has worked with UTI Mutual Fund, Rare Enterprise (largest Principal Investor in India), Merrill Lynch & Axis AMC. His last stint was with Axis AMC as CIO managing over $5bn in Indian Equities. Under his leadership Axis AMC emerged as the fastest growing Asset Management Company in India during 5 years from 2011-2016.Pankaj has managed funds across Large Cap/ Mid Cap/ Small Cap with stellar track record of performance across funds.

Investment Universe Process & Strategy

  • Idea Generation

    Our Investment Team's Analysts conduct quantitative and qualitative research on businesses in the investable universe to find promising enterprises. This study include going through company filings and transcripts, networking with industry participants, filtering by financial indicators that we believe are leading predictors of business quality, and much more.

  • Fundamental Analysis

    After identifying a potential company, the Investment Team performs bottom-up fundamental analysis to see if the business has enduring competitive advantages, promising future growth and unit economics, and sound management. This procedure entails reviewing the company filings from the previous few years, the earnings transcripts, the management presentations, and sell-side research to comprehend how the business and its sector function.

  • Valuation

    The Investment Team evaluates the company,s absolute and relative valuation in comparison to their assessment of its long-term intrinsic value after validating the company,s competitive advantages, growth prospects, and management quality.

  • Portfolio Monitoring

    Once a company is included in the portfolio, the Portfolio Manager and Analysts keep an eye on it along with the other companies every day, looking for indicators that their thesis is playing out (or not).