IT Portfolio

To add Description here

  • 0.45L

    Min Investment

  • 21%

    Return (SI CAGR)

  • 21

    No. of Stocks

  • 2000000

    Average MCap

  • 2.5% Annually

    Advisory Fees
High SIP Available Inception Date: May 01, 2023
  • Feature 1

Holdings

  • 41.45 A B B
  • 15.97 Balrampur Chini
  • 15.93 ITC
  • 10.52 Bank of Baroda
  • 9.48 Coal India
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Market Capital

  • %

    Small Cap

  • %

    Mid Cap

  • Large Cap

Sector Allocation

Work Experience

2789

YEARS
Work Experience

2789

YEARS

Advisor

Harshil Singhania

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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).