Our investment approach is centered around participating in quality businesses up to a reasonable price, and holding the same over an extended period. The fund has been consistently outperforming its benchmark since Inception and also has a Consistent Dividend Track Record.
The fund has recently completed 2 Important Milestones - AUM has crossed 1,000 crores and fund has completed 7 years (on 4th April, 2015) of wealth creation for investors.
We attribute stock selection as the primary factor which has helped sustain the outperformance on a consistent basis. The fund has about 75% of the portfolio in large caps (i.e. Top-100 companies), and the remaining in midcaps.
The fund is currently overweight on Financials, Pharma, Auto and Auto Ancillaries, and Building materials.
This product is suitable for investors who are seeking
•long-term capital appreciation
•Investments in equities, equity related securities
•Risk – High
Recent Performance
Last 3 months | Last 4 quarters | ||||||
Oct-2015 | Nov-2015 | Dec-2015 | Jan-Mar 2015 | Apr-Jun 2015 | Jul-Sep 2015 | Oct-Dec 2015 | |
Fund Performance | 0.33 | -0.21 | 0.67 | 4.51 | 0.06 | -1.07 | 0.79 |
Benchmark Performance | 1.56 | -1.14 | 0.36 | 3.19 | -1.08 | -4.21 | 0.76 |
Sensex Performance | 1.92 | -1.92 | -0.11 | 1.67 | -0.63 | -5.85 | -0.14 |
Fund rank in category | 54/67 | 42/67 | 21/67 | 32/73 | 24/68 | 24/67 | 40/67 |
Percentile | 21 | 39 | 70 | 58 | 66 | 66 | 42 |
Alpha over benchmark | -1.23 | 0.93 | 0.31 | 1.31 | 1.13 | 3.14 | 0.02 |
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For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call
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