TRAILING PERFORMANCEDETAILED PORTFOLIOPORTFOLIO MANAGERS
Mr Kartik Bhaskerray Mehta is the Fund Manager of Portfolio Management Services. Armed with an MBA in Finance from the Indian Institute of Finance, Delhi, and with 20+ years of experience in Finance and Equity Management, he brings to the table an impressive knowledge of the market. Having worked with various esteemed institutions like IDFC Asset Management Ltd., Canara Robeco Asset Management Ltd., Sushil Financial Services Pvt Ltd, and Asset Alliance Securities Pvt Ltd, Mr. Kartik is the ideal person to manage a client portfolio and create comprehensive investment strategies.
FUND SUMMARYFEE STRUCTUREINVESTMENT PHILOSOPHYDiversification Investment Approach intends to invest in baskets of stocks with no undue concentration in any stock or sector. The process of diversification may help control risk in the portfolio. The Portfolio manager aims to generate long-term capital appreciation and superior returns by investing across market capitalizations. The proposed portfolio would normally invest in 35 - 45 Stocks.
The Investment Approach follows a mix of a top-down and a bottom-up approach. Generally large-cap stocks are picked up using a top-down approach whereas bottom-up style is useful for small and midcap identification. The prominence given to the top-down vs. bottom-up approach would vary from time to time depending on macroeconomic, sectoral and company specific fundamentals
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