TRAILING PERFORMANCEDETAILED PORTFOLIOPORTFOLIO MANAGERS
Abhishek Bhardwaj, a Chartered Accountant brings over 20 years of experience in the equity markets, having worked with prominent institutions such as Care Ratings, Reliance Mutual Fund, Monsoon Capital, and Heritage Capital. In one of his role, he served as Head of Equity at Star Union Dai-ichi Life Insurance, where he managed an equity AUM of approximately USD 300 million. Throughout his career, Abhishek has gained significant exposure to international best practices in fund management. Notably, The Heritage Fund, under his stewardship, was recognized among the top five hedge funds in India in 2010 by Eureka hedge”
FUND SUMMARYFEE STRUCTUREINVESTMENT PHILOSOPHYThe fund strategy endeavors to generate superior risk adjusted returns, in varying market conditions, by investing in Mid & Small Cap companies. Ideal long-term investment (3-5 year Horizon) option for investors where we build a portfolio of companies that are Industry leaders, have potential to generate healthy ROE, and are trading at high margin of safety.
The fund strategy endeavors to generate superior risk adjusted returns, in varying market conditions, by investing in Mid & Small Cap companies. Ideal long-term investment (3-5 year Horizon) option for investors where we build a portfolio of companies that are Industry leaders, have potential to generate healthy ROE, and are trading at high margin of safety.
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